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 | $114,790 | $92,703+23.8% | $82,719+38.8% | $134,475-14.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.37% | 944.92%-958.3pp | 701.18%-714.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,497 | $3,274+6.8% | $3,009+16.2% | $4,740-26.2% |
| Participant deferral / active EE | $6,121 | $4,802+27.5% | $4,395+39.3% | $6,400-4.4% |
| Admin fee / account holder | $40,683 | $5,983+580.0% | $5,329+663.4% | $11,426+256.1% |