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 | $92,904 | $100,852-7.9% | $90,404+2.8% | $158,922-41.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 12.87% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,038 | $3,689+90.8% | $3,262+115.8% | $4,761+47.8% |
| Participant deferral / active EE | $3,908 | $4,348-10.1% | $3,963-1.4% | $5,982-34.7% |
| Admin fee / account holder | $1,308 | $6,501-79.9% | $5,611-76.7% | $11,246-88.4% |