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 | $107,917 | $57,281+88.4% | $86,612+24.6% | $75,163+43.6% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 19.85% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $7,636 | $2,314+229.9% | $3,022+152.6% | $2,670+186.0% |
| Participant deferral / active EE | $5,999 | $3,318+80.8% | $4,438+35.2% | $4,125+45.4% |
| Admin fee / account holder | $660 | $4,112-84.0% | $5,614-88.2% | $5,651-88.3% |