Filed June 7, 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 | $249,360 | $85,766+190.7% | $136,294+83.0% | $70,131+255.6% |
| Participation rate | 98.4% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 15.93% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $6,889 | $2,966+132.3% | $4,695+46.7% | $2,342+194.1% |
| Participant deferral / active EE | $9,968 | $5,051+97.3% | $6,247+59.6% | $3,332+199.2% |
| Admin fee / account holder | $20,133 | $5,420+271.4% | $9,243+117.8% | $4,645+333.4% |