Filed June 11, 2013 (most recent of 3 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 | $122,067 | $69,977+74.4% | $108,579+12.4% | $62,891+94.1% |
| Participation rate | 98.0% | 72.9%+25.1pp | 79.6%+18.4pp | 69.3%+28.7pp |
| Annual return | 5.15% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $730 | $2,135-65.8% | $3,758-80.6% | $2,281-68.0% |
| Participant deferral / active EE | $5,678 | $3,165+79.4% | $4,311+31.7% | $3,203+77.3% |
| Admin fee / account holder | $6,978 | $5,076+37.4% | $7,645-8.7% | $4,296+62.4% |