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 | $76,263 | $53,516+42.5% | $126,539-39.7% | $84,808-10.1% |
| Participation rate | 91.4% | 58.2%+33.1pp | 69.8%+21.6pp | 68.3%+23.1pp |
| Annual return | 17.79% | 58.34%-40.5pp | 425.95%-408.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,509 | $1,535+63.4% | $3,674-31.7% | $2,631-4.7% |
| Participant deferral / active EE | $4,781 | $2,671+79.0% | $4,083+17.1% | $4,212+13.5% |
| Admin fee / account holder | $4,490 | $4,497-0.2% | $6,065-26.0% | $7,344-38.9% |