Filed February 5, 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 | $67,986 | $110,094-38.2% | $151,611-55.2% | $68,494-0.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.82% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $3,533 | $4,471-21.0% | $6,166-42.7% | $2,596+36.1% |
| Participant deferral / active EE | $4,688 | $6,527-28.2% | $8,363-43.9% | $4,027+16.4% |
| Admin fee / account holder | $4,859 | $7,719-37.0% | $11,616-58.2% | $5,403-10.1% |