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 | $148,410 | $102,317+45.0% | $146,958+1.0% | $80,856+83.5% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.5pp | 67.6%+23.1pp |
| Annual return | 13.18% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $8,840 | $3,713+138.1% | $4,933+79.2% | $2,755+220.9% |
| Participant deferral / active EE | $8,376 | $6,644+26.1% | $8,070+3.8% | $4,296+95.0% |
| Admin fee / account holder | $9,100 | $7,941+14.6% | $12,998-30.0% | $6,918+31.5% |