Filed July 1, 2013 (most recent of 3 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 | $229,158 | $85,766+167.2% | $136,294+68.1% | $70,131+226.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.27% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $9,342 | $2,966+214.9% | $4,695+98.9% | $2,342+298.8% |
| Participant deferral / active EE | $9,750 | $5,051+93.0% | $6,247+56.1% | $3,332+192.6% |
| Admin fee / account holder | $6,321 | $5,420+16.6% | $9,243-31.6% | $4,645+36.1% |