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 | $144,115 | $54,762+163.2% | $90,281+59.6% | $72,985+97.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.15% | 30.63%-3.5pp | 78.10%-50.9pp | 81.00%-53.9pp |
| Employer contribution / active EE | $16,177 | $2,092+673.1% | $2,854+466.7% | $2,440+563.0% |
| Participant deferral / active EE | $6,454 | $2,887+123.6% | $3,885+66.1% | $3,607+78.9% |
| Admin fee / account holder | $3,254 | $3,972-18.1% | $5,351-39.2% | $5,124-36.5% |