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 | $59,785 | $197,263-69.7% | $127,761-53.2% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 79.0%-79.0pp | - |
| Annual return | 13.57% | 16.18%-2.6pp | 26.14%-12.6pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $4,574-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $6,021-100.0% | - |
| Admin fee / account holder | $541 | $14,091-96.2% | $9,395-94.2% | - |