Filed October 17, 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 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 | $83,971 | $102,966-18.4% | $90,281-7.0% | $152,861-45.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 16.88% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,157 | $3,139+128.0% | $2,854+150.7% | $4,762+50.3% |
| Participant deferral / active EE | $2,986 | $4,281-30.2% | $3,885-23.1% | $5,850-49.0% |
| Admin fee / account holder | $2,425 | $6,171-60.7% | $5,351-54.7% | $11,596-79.1% |