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 | $97,274 | $197,591-50.8% | $177,821-45.3% | $158,922-38.8% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.7%-1.4pp | 82.0%+4.4pp |
| Annual return | 8.03% | 58.76%-50.7pp | 48.32%-40.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,493 | $6,697-77.7% | $5,918-74.8% | $4,761-68.6% |
| Participant deferral / active EE | $3,516 | $8,405-58.2% | $7,714-54.4% | $5,982-41.2% |
| Admin fee / account holder | $9,492 | $15,399-38.4% | $12,427-23.6% | $11,246-15.6% |