Filed July 30, 2013 (most recent of 2 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 | $81,416 | $53,777+51.4% | $134,143-39.3% | $79,858+2.0% |
| Participation rate | 74.6% | 58.8%+15.9pp | 72.2%+2.5pp | 69.6%+5.0pp |
| Annual return | 20.66% | 19.01%+1.7pp | 36.33%-15.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,103 | $1,321+59.2% | $3,704-43.2% | $2,471-14.9% |
| Participant deferral / active EE | $2,916 | $2,420+20.5% | $3,499-16.7% | $3,740-22.0% |
| Admin fee / account holder | $3,422 | $3,984-14.1% | $6,684-48.8% | $5,306-35.5% |