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 | $210,050 | $84,695+148.0% | $73,843+184.5% | $125,391+67.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.76% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $18,500 | $3,123+492.3% | $2,787+563.7% | $4,866+280.2% |
| Participant deferral / active EE | $10,675 | $3,992+167.4% | $3,583+197.9% | $5,352+99.5% |
| Admin fee / account holder | $1,432 | $5,691-74.8% | $4,880-70.7% | $9,540-85.0% |