Filed June 26, 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 | $196,289 | $92,703+111.7% | $82,719+137.3% | $134,475+46.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.04% | 944.92%-952.0pp | 701.18%-708.2pp | 417.96%-425.0pp |
| Employer contribution / active EE | $15,287 | $3,274+366.9% | $3,009+408.0% | $4,740+222.5% |
| Participant deferral / active EE | $2,715 | $4,802-43.5% | $4,395-38.2% | $6,400-57.6% |
| Admin fee / account holder | $388,703 | $5,983+6397.3% | $5,329+7194.3% | $11,426+3301.9% |