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 | $60,591 | $49,173+23.2% | $121,098-50.0% | $75,163-19.4% |
| Participation rate | 89.3% | 55.4%+33.9pp | 69.5%+19.8pp | 67.2%+22.1pp |
| Annual return | 14.89% | 55.99%-41.1pp | 985.75%-970.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,076 | $1,546-30.4% | $4,164-74.2% | $2,670-59.7% |
| Participant deferral / active EE | $3,512 | $2,628+33.7% | $4,080-13.9% | $4,125-14.9% |
| Admin fee / account holder | $4,013 | $3,942+1.8% | $5,644-28.9% | $5,651-29.0% |