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 | $51,989 | $53,777-3.3% | $134,143-61.2% | $79,858-34.9% |
| Participation rate | 98.0% | 58.8%+39.2pp | 72.2%+25.8pp | 69.6%+28.4pp |
| Annual return | 12.88% | 19.01%-6.1pp | 36.33%-23.5pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,016 | $1,321+128.2% | $3,704-18.6% | $2,471+22.1% |
| Participant deferral / active EE | $1,457 | $2,420-39.8% | $3,499-58.3% | $3,740-61.0% |
| Admin fee / account holder | $2,767 | $3,984-30.6% | $6,684-58.6% | $5,306-47.9% |