Filed December 24, 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 | $233,046 | $51,638+351.3% | $68,368+240.9% | $82,448+182.7% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 18.39% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $21,145 | $2,047+933.2% | $2,649+698.3% | $2,551+728.9% |
| Participant deferral / active EE | $16,136 | $2,914+453.8% | $4,123+291.4% | $4,139+289.8% |
| Admin fee / account holder | $30,441 | $4,643+555.6% | $5,150+491.1% | $7,234+320.8% |