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 | $63,801 | $229,191-72.2% | $152,466-58.2% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 78.2%-78.2pp | - |
| Annual return | 14.63% | 12.30%+2.3pp | 757.33%-742.7pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $4,327-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $5,820-100.0% | - |
| Admin fee / account holder | $19,768 | $25,423-22.2% | $15,805+25.1% | - |