Filed October 2, 2013 (most recent of 6 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 | $68,774 | $94,529-27.2% | $140,016-50.9% | $64,186+7.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 87.5%-0.8pp | 69.6%+17.1pp |
| Annual return | 22.24% | 7.77%+14.5pp | 651.12%-628.9pp | 7.63%+14.6pp |
| Employer contribution / active EE | $1,289 | $3,812-66.2% | $5,606-77.0% | $2,381-45.8% |
| Participant deferral / active EE | $3,427 | $5,250-34.7% | $6,927-50.5% | $3,470-1.2% |
| Admin fee / account holder | $4,974 | $6,741-26.2% | $10,705-53.5% | $4,888+1.7% |