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 | $39,101 | $202,318-80.7% | $172,739-77.4% | $152,861-74.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 78.16% | 1029.65%-951.5pp | 802.84%-724.7pp | 345.32%-267.2pp |
| Employer contribution / active EE | $1,461 | $5,856-75.1% | $5,143-71.6% | $4,762-69.3% |
| Participant deferral / active EE | $2,867 | $5,948-51.8% | $5,198-44.8% | $5,850-51.0% |
| Admin fee / account holder | $12,540 | $17,109-26.7% | $13,954-10.1% | $11,596+8.1% |