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 | $90,958 | $73,004+24.6% | $90,749+0.2% | $68,494+32.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.09% | -13.81%-3.3pp | -12.16%-4.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,248 | $2,193+2.5% | $2,921-23.0% | $2,596-13.4% |
| Participant deferral / active EE | $5,614 | $3,627+54.8% | $4,564+23.0% | $4,027+39.4% |
| Admin fee / account holder | $18,847 | $5,896+219.7% | $8,445+123.2% | $5,403+248.8% |