Filed January 25, 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 | $249,248 | $102,966+142.1% | $90,281+176.1% | $152,861+63.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.57% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,877 | $3,139+55.4% | $2,854+70.9% | $4,762+2.4% |
| Participant deferral / active EE | $13,739 | $4,281+220.9% | $3,885+253.6% | $5,850+134.9% |
| Admin fee / account holder | $1,028 | $6,171-83.3% | $5,351-80.8% | $11,596-91.1% |