Filed April 18, 2013 (most recent of 3 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 | $100,600 | $76,367+31.7% | $93,606+7.5% | $72,985+37.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.39% | 25.82%-6.4pp | 32.76%-13.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $5,668 | $2,275+149.1% | $2,718+108.5% | $2,440+132.3% |
| Participant deferral / active EE | $2,173 | $3,538-38.6% | $4,069-46.6% | $3,607-39.8% |
| Admin fee / account holder | $5,102 | $6,838-25.4% | $7,888-35.3% | $5,124-0.4% |