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 | $201,131 | $82,664+143.3% | $125,339+60.5% | $68,494+193.6% |
| Participation rate | 96.5% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.6pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,912 | $3,381+45.3% | $4,814+2.0% | $2,596+89.2% |
| Participant deferral / active EE | $12,635 | $6,110+106.8% | $7,446+69.7% | $4,027+213.8% |
| Admin fee / account holder | $3,529 | $6,275-43.8% | $10,010-64.7% | $5,403-34.7% |