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 | $95,684 | $94,625+1.1% | $116,228-17.7% | $84,808+12.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.21% | 20.40%-5.2pp | 90.06%-74.8pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,693 | $2,347+14.8% | $2,994-10.1% | $2,631+2.4% |
| Participant deferral / active EE | $8,159 | $3,972+105.4% | $4,953+64.7% | $4,212+93.7% |
| Admin fee / account holder | $7,114 | $10,091-29.5% | $11,989-40.7% | $7,344-3.1% |