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 | $133,769 | $72,404+84.8% | $110,238+21.3% | $64,186+108.4% |
| Participation rate | 93.0% | 73.3%+19.6pp | 79.8%+13.2pp | 69.6%+23.4pp |
| Annual return | -4.47% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,120 | $2,282-50.9% | $3,826-70.7% | $2,381-53.0% |
| Participant deferral / active EE | $5,738 | $3,469+65.4% | $4,672+22.8% | $3,470+65.4% |
| Admin fee / account holder | $2,936 | $5,664-48.2% | $8,547-65.6% | $4,888-39.9% |