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 | $86,156 | $54,350+58.5% | $82,719+4.2% | $68,494+25.8% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -14.09% | -13.67%-0.4pp | 701.18%-715.3pp | -7.84%-6.2pp |
| Employer contribution / active EE | $8,416 | $2,218+279.4% | $3,009+179.7% | $2,596+224.2% |
| Participant deferral / active EE | $6,182 | $3,246+90.5% | $4,395+40.7% | $4,027+53.5% |
| Admin fee / account holder | $66,070 | $4,395+1403.2% | $5,329+1139.9% | $5,403+1122.9% |