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 | $123,913 | $137,414-9.8% | $189,513-34.6% | $85,850+44.3% |
| Participation rate | 84.6% | 84.6%0pp | 87.8%-3.2pp | 69.3%+15.3pp |
| Annual return | 16.51% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $4,839 | $4,344+11.4% | $6,162-21.5% | $2,565+88.6% |
| Participant deferral / active EE | $4,442 | $6,260-29.0% | $8,221-46.0% | $3,952+12.4% |
| Admin fee / account holder | $5,924 | $8,630-31.4% | $12,045-50.8% | $6,260-5.4% |