Filed December 27, 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 | $203,214 | $89,355+127.4% | $141,162+44.0% | $72,985+178.4% |
| Participation rate | 95.8% | 75.1%+20.7pp | 82.5%+13.4pp | 69.5%+26.3pp |
| Annual return | 22.00% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $4,995 | $3,114+60.4% | $4,735+5.5% | $2,440+104.7% |
| Participant deferral / active EE | $12,659 | $5,418+133.6% | $6,709+88.7% | $3,607+250.9% |
| Admin fee / account holder | $11,751 | $5,958+97.2% | $10,261+14.5% | $5,124+129.3% |