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 | $59,202 | $58,694+0.9% | $142,863-58.6% | $85,850-31.0% |
| Participation rate | 94.5% | 58.5%+36.1pp | 71.9%+22.6pp | 69.3%+25.2pp |
| Annual return | 12.09% | 27.72%-15.6pp | 5637.54%-5625.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $783 | $1,423-44.9% | $4,144-81.1% | $2,565-69.5% |
| Participant deferral / active EE | $3,200 | $2,607+22.7% | $3,837-16.6% | $3,952-19.0% |
| Admin fee / account holder | $2,290 | $4,239-46.0% | $6,560-65.1% | $6,260-63.4% |