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 | $127,804 | $91,190+40.2% | $178,490-28.4% | $79,858+60.0% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 19.50% | 24.19%-4.7pp | 151.07%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $10,833 | $3,256+232.7% | $5,011+116.2% | $2,471+338.4% |
| Participant deferral / active EE | $10,279 | $3,236+217.6% | $5,202+97.6% | $3,740+174.8% |
| Admin fee / account holder | $13,875 | $6,751+105.5% | $13,984-0.8% | $5,306+161.5% |