Filed August 11, 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 | $185,318 | $53,127+248.8% | $86,590+114.0% | $70,131+164.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 23.83% | 27.66%-3.8pp | 964.84%-941.0pp | 73.14%-49.3pp |
| Employer contribution / active EE | $6,323 | $2,068+205.7% | $2,839+122.7% | $2,342+169.9% |
| Participant deferral / active EE | $6,371 | $2,696+136.3% | $3,609+76.6% | $3,332+91.2% |
| Admin fee / account holder | $6,090 | $3,585+69.8% | $4,906+24.1% | $4,645+31.1% |