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 | $184,982 | $60,124+207.7% | $90,404+104.6% | $79,858+131.6% |
| Participation rate | 87.9% | 65.0%+22.9pp | 72.7%+15.2pp | 69.6%+18.2pp |
| Annual return | 13.83% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $7,903 | $2,068+282.2% | $3,262+142.3% | $2,471+219.9% |
| Participant deferral / active EE | $5,840 | $2,938+98.8% | $3,963+47.4% | $3,740+56.2% |
| Admin fee / account holder | $44,625 | $3,976+1022.2% | $5,611+695.3% | $5,306+741.0% |