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 | $157,417 | $83,477+88.6% | $125,175+25.8% | $72,985+115.7% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.9pp | 69.5%+24.2pp |
| Annual return | 23.13% | 25.78%-2.6pp | 43.79%-20.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,473 | $2,345-37.2% | $3,865-61.9% | $2,440-39.6% |
| Participant deferral / active EE | $6,058 | $3,585+69.0% | $4,937+22.7% | $3,607+67.9% |
| Admin fee / account holder | $1,741 | $5,517-68.5% | $9,702-82.1% | $5,124-66.0% |