Filed December 18, 2013 (most recent of 3 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 | $48,045 | $138,347-65.3% | $184,203-73.9% | $80,856-40.6% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.6%+29.1pp |
| Annual return | 17.90% | 20.02%-2.1pp | 28.81%-10.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,696 | $4,850-44.4% | $6,427-58.0% | $2,755-2.1% |
| Participant deferral / active EE | $3,577 | $7,071-49.4% | $9,131-60.8% | $4,296-16.7% |
| Admin fee / account holder | $3,035 | $10,483-71.1% | $13,901-78.2% | $6,918-56.1% |