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 | $100,518 | $85,202+18.0% | $172,739-41.8% | $72,985+37.7% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.6%+14.9pp | 69.5%+28.1pp |
| Annual return | 26.91% | 27.32%-0.4pp | 802.84%-775.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $9,320 | $3,324+180.3% | $5,143+81.2% | $2,440+282.0% |
| Participant deferral / active EE | $8,300 | $3,260+154.6% | $5,198+59.7% | $3,607+130.1% |
| Admin fee / account holder | $8,183 | $5,884+39.1% | $13,954-41.4% | $5,124+59.7% |