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 | $134,033 | $64,909+106.5% | $82,313+62.8% | $62,292+115.2% |
| Participation rate | 94.3% | 74.9%+19.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 15.04% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,602 | $1,676+55.3% | $2,428+7.2% | $2,042+27.4% |
| Participant deferral / active EE | $5,703 | $3,103+83.8% | $3,706+53.9% | $3,169+79.9% |
| Admin fee / account holder | $362 | $440-17.7% | $5,608-93.5% | $479-24.5% |