Filed December 25, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,869 | $54,320+118.8% | $67,652+75.7% | $52,331+127.1% |
| Participation rate | 80.5% | 73.6%+6.9pp | 75.7%+4.8pp | 68.1%+12.4pp |
| Annual return | 0.59% | 6.81%-6.2pp | 6625.04%-6624.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,866 | $1,544+150.4% | $2,266+70.7% | $1,882+105.5% |
| Participant deferral / active EE | $5,206 | $2,950+76.5% | $3,560+46.2% | $3,022+72.3% |
| Admin fee / account holder | $328 | $527-37.8% | $4,821-93.2% | $592-44.6% |