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 | $86,200 | $183,963-53.1% | $162,163-46.8% | $152,861-43.6% |
| Participation rate | 90.5% | 88.5%+2.0pp | 87.6%+2.9pp | 82.4%+8.0pp |
| Annual return | 15.51% | 150.76%-135.2pp | 115.59%-100.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $1,781 | $6,371-72.0% | $5,614-68.3% | $4,762-62.6% |
| Participant deferral / active EE | $4,994 | $8,034-37.8% | $7,298-31.6% | $5,850-14.6% |
| Admin fee / account holder | $12,818 | $13,121-2.3% | $10,843+18.2% | $11,596+10.5% |