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 | $233,972 | $138,347+69.1% | $184,203+27.0% | $80,856+189.4% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 16.13% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $6,545 | $4,850+34.9% | $6,427+1.8% | $2,755+137.6% |
| Participant deferral / active EE | $5,706 | $7,071-19.3% | $9,131-37.5% | $4,296+32.8% |
| Admin fee / account holder | $8,572 | $10,483-18.2% | $13,901-38.3% | $6,918+23.9% |