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 | $127,297 | $58,208+118.7% | $81,812+55.6% | $80,856+57.4% |
| Participation rate | 88.1% | 63.4%+24.7pp | 72.3%+15.8pp | 67.6%+20.5pp |
| Annual return | 13.16% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $9,183 | $2,340+292.4% | $2,912+215.3% | $2,755+233.3% |
| Participant deferral / active EE | $6,648 | $3,281+102.6% | $4,319+53.9% | $4,296+54.7% |
| Admin fee / account holder | $3,787 | $4,981-24.0% | $7,386-48.7% | $6,918-45.3% |