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 | $118,977 | $49,177+141.9% | $79,464+49.7% | $64,186+85.4% |
| Participation rate | 79.3% | 65.0%+14.3pp | 73.3%+6.0pp | 69.6%+9.7pp |
| Annual return | -3.37% | -1.16%-2.2pp | 718.14%-721.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $6,344 | $2,076+205.6% | $2,800+126.5% | $2,381+166.5% |
| Participant deferral / active EE | $5,028 | $2,821+78.2% | $3,704+35.8% | $3,470+44.9% |
| Admin fee / account holder | $86,898 | $3,839+2163.7% | $5,113+1599.6% | $4,888+1677.8% |