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 | $170,539 | $65,409+160.7% | $98,442+73.2% | $85,850+98.6% |
| Participation rate | 82.9% | 65.0%+17.9pp | 73.3%+9.5pp | 69.3%+13.5pp |
| Annual return | 12.28% | 21.76%-9.5pp | 1492.73%-1480.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $8,801 | $2,168+306.0% | $2,960+197.3% | $2,565+243.1% |
| Participant deferral / active EE | $5,008 | $3,166+58.2% | $4,276+17.1% | $3,952+26.7% |
| Admin fee / account holder | $49,330 | $4,593+974.1% | $5,949+729.2% | $6,260+688.0% |