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 | $114,133 | $82,664+38.1% | $125,339-8.9% | $68,494+66.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $8,393 | $3,381+148.2% | $4,814+74.4% | $2,596+223.3% |
| Participant deferral / active EE | $6,818 | $6,110+11.6% | $7,446-8.4% | $4,027+69.3% |
| Admin fee / account holder | $1,478 | $6,275-76.4% | $10,010-85.2% | $5,403-72.6% |