Filed August 7, 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 | $53,296 | $169,879-68.6% | $111,392-52.2% | - |
| Participation rate | 0.0% | 66.9%-66.9pp | 78.9%-78.9pp | - |
| Annual return | -6.43% | -4.47%-2.0pp | -2.06%-4.4pp | - |
| Employer contribution / active EE | $0 | $1,849-100.0% | $4,328-100.0% | - |
| Participant deferral / active EE | $0 | $3,082-100.0% | $5,567-100.0% | - |
| Admin fee / account holder | $4,494 | $30,762-85.4% | $12,266-63.4% | - |