Filed April 22, 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 | $79,252 | $75,828+4.5% | $147,614-46.3% | $59,632+32.9% |
| Participation rate | 94.4% | 71.6%+22.9pp | 84.6%+9.8pp | 68.7%+25.8pp |
| Annual return | -1.16% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $6,865 | $3,485+97.0% | $5,564+23.4% | $2,203+211.7% |
| Participant deferral / active EE | $6,413 | $3,130+104.9% | $4,895+31.0% | $3,192+100.9% |
| Admin fee / account holder | $4,131 | $5,985-31.0% | $11,611-64.4% | $4,297-3.9% |