Filed September 20, 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 3-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 | $13,167 | $81,248-83.8% | $155,509-91.5% | $80,856-83.7% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.1pp | 67.6%+17.6pp |
| Annual return | 16.14% | 33.31%-17.2pp | 64.67%-48.5pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,819 | $3,452+68.6% | $5,626+3.4% | $4,296+35.5% |
| Admin fee / account holder | $436 | $7,997-94.5% | $15,912-97.3% | $6,918-93.7% |