Filed January 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,719 | $90,503+20.1% | $78,689+38.2% | $273,961-60.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.93% | 75.60%-78.5pp | 62.18%-65.1pp | 41.45%-44.4pp |
| Employer contribution / active EE | $15,672 | $3,176+393.5% | $2,851+449.8% | $4,869+221.9% |
| Participant deferral / active EE | $2,080 | $3,901-46.7% | $3,517-40.9% | $5,287-60.7% |
| Admin fee / account holder | $152,420 | $5,263+2795.9% | $4,510+3279.3% | $10,132+1404.3% |