Filed November 27, 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 | $201,298 | $54,762+267.6% | $90,281+123.0% | $72,985+175.8% |
| Participation rate | 82.9% | 65.1%+17.7pp | 73.3%+9.6pp | 69.5%+13.4pp |
| Annual return | 20.63% | 30.63%-10.0pp | 78.10%-57.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,925 | $2,092+278.7% | $2,854+177.6% | $2,440+224.8% |
| Participant deferral / active EE | $5,106 | $2,887+76.9% | $3,885+31.4% | $3,607+41.5% |
| Admin fee / account holder | $30,882 | $3,972+677.5% | $5,351+477.1% | $5,124+502.6% |