Filed July 30, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,725 | $53,053+40.8% | $126,539-40.9% | $74,304+0.6% |
| Participation rate | 78.7% | 48.0%+30.7pp | 69.8%+8.9pp | 60.3%+18.3pp |
| Annual return | 17.44% | 29.46%-12.0pp | 425.95%-408.5pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,453 | $1,168+110.1% | $3,674-33.2% | $2,241+9.5% |
| Participant deferral / active EE | $2,974 | $2,303+29.1% | $4,083-27.2% | $3,767-21.1% |
| Admin fee / account holder | $7,046 | $3,698+90.5% | $6,065+16.2% | $2,969+137.3% |