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 | $78,671 | $79,944-1.6% | $98,439-20.1% | $75,163+4.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.44% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,618 | $2,264+15.6% | $3,048-14.1% | $2,670-1.9% |
| Participant deferral / active EE | $8,072 | $3,752+115.1% | $4,738+70.4% | $4,125+95.7% |
| Admin fee / account holder | $36,107 | $6,840+427.9% | $8,948+303.5% | $5,651+539.0% |