Filed August 29, 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 | $100,381 | $85,766+17.0% | $136,294-26.3% | $70,131+43.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.86% | 31.45%-5.6pp | 5155.94%-5130.1pp | 73.14%-47.3pp |
| Employer contribution / active EE | $8,049 | $2,966+171.4% | $4,695+71.4% | $2,342+243.6% |
| Participant deferral / active EE | $5,967 | $5,051+18.1% | $6,247-4.5% | $3,332+79.1% |
| Admin fee / account holder | $12,022 | $5,420+121.8% | $9,243+30.1% | $4,645+158.8% |