Filed August 28, 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 | $76,026 | $148,978-49.0% | $200,582-62.1% | $84,808-10.4% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 15.32% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,760 | $4,815+19.6% | $6,419-10.3% | $2,631+118.9% |
| Participant deferral / active EE | $4,270 | $7,142-40.2% | $9,331-54.2% | $4,212+1.4% |
| Admin fee / account holder | $9,464 | $13,977-32.3% | $16,305-42.0% | $7,344+28.9% |