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 | $210,205 | $95,416+120.3% | $185,823+13.1% | $85,850+144.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 61.54% | 23.59%+38.0pp | 122.05%-60.5pp | 318.53%-257.0pp |
| Employer contribution / active EE | $10,800 | $3,314+225.9% | $5,167+109.0% | $2,565+321.0% |
| Participant deferral / active EE | $9,983 | $3,423+191.6% | $5,568+79.3% | $3,952+152.6% |
| Admin fee / account holder | $6,266 | $7,213-13.1% | $16,237-61.4% | $6,260+0.1% |