Filed September 20, 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 | $46,242 | $48,570-4.8% | $130,648-64.6% | $72,985-36.6% |
| Participation rate | 97.9% | 58.6%+39.3pp | 71.7%+26.2pp | 69.5%+28.4pp |
| Annual return | 18.29% | 38.63%-20.3pp | 1708.96%-1690.7pp | 81.00%-62.7pp |
| Employer contribution / active EE | $965 | $1,334-27.7% | $4,092-76.4% | $2,440-60.4% |
| Participant deferral / active EE | $3,540 | $2,384+48.5% | $3,603-1.8% | $3,607-1.9% |
| Admin fee / account holder | $1,337 | $3,549-62.3% | $5,464-75.5% | $5,124-73.9% |