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 | $126,585 | $109,817+15.3% | $98,442+28.6% | $167,490-24.4% |
| Participation rate | 86.7% | 75.8%+10.8pp | 73.3%+13.3pp | 82.1%+4.6pp |
| Annual return | 12.03% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $8,061 | $3,224+150.0% | $2,960+172.3% | $4,837+66.6% |
| Participant deferral / active EE | $4,552 | $4,673-2.6% | $4,276+6.5% | $6,341-28.2% |
| Admin fee / account holder | $303 | $6,753-95.5% | $5,949-94.9% | $12,309-97.5% |