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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,625 | $96,635-36.2% | $86,612-28.8% | $139,434-55.8% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 8.59% | 106.41%-97.8pp | 591.07%-582.5pp | 372.94%-364.4pp |
| Employer contribution / active EE | $7,229 | $3,263+121.5% | $3,022+139.2% | $4,751+52.2% |
| Participant deferral / active EE | $5,232 | $4,836+8.2% | $4,438+17.9% | $6,710-22.0% |
| Admin fee / account holder | $70,134 | $6,408+994.5% | $5,614+1149.2% | $11,403+515.1% |