Filed September 20, 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 9-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 | $29,485 | $180,449-83.7% | $154,107-80.9% | $135,375-78.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.83% | 888.09%-891.9pp | 735.12%-738.9pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,021 | $6,035-66.5% | $5,298-61.9% | $4,779-57.7% |
| Participant deferral / active EE | $3,217 | $5,806-44.6% | $5,081-36.7% | $5,609-42.6% |
| Admin fee / account holder | $25,344 | $16,143+57.0% | $13,411+89.0% | $10,827+134.1% |