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 | $86,883 | $87,013-0.1% | $106,213-18.2% | $80,856+7.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.33% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,928 | $2,395+22.2% | $3,171-7.7% | $2,755+6.3% |
| Participant deferral / active EE | $9,013 | $3,986+126.1% | $5,016+79.7% | $4,296+109.8% |
| Admin fee / account holder | $21,929 | $8,431+160.1% | $11,033+98.8% | $6,918+217.0% |