Filed February 2, 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 | $112,004 | $123,793-9.5% | $177,821-37.0% | $79,858+40.3% |
| Participation rate | 70.4% | 84.7%-14.3pp | 87.7%-17.4pp | 69.6%+0.7pp |
| Annual return | 17.51% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,736 | $4,095-8.8% | $5,918-36.9% | $2,471+51.2% |
| Participant deferral / active EE | $4,140 | $5,956-30.5% | $7,714-46.3% | $3,740+10.7% |
| Admin fee / account holder | $5,996 | $7,243-17.2% | $12,427-51.8% | $5,306+13.0% |