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 | $113,769 | $58,208+95.5% | $81,812+39.1% | $80,856+40.7% |
| Participation rate | 89.7% | 63.4%+26.2pp | 72.3%+17.3pp | 67.6%+22.0pp |
| Annual return | 13.90% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,291 | $2,340+40.7% | $2,912+13.0% | $2,755+19.5% |
| Participant deferral / active EE | $6,293 | $3,281+91.8% | $4,319+45.7% | $4,296+46.5% |
| Admin fee / account holder | $4,229 | $4,981-15.1% | $7,386-42.7% | $6,918-38.9% |