Filed September 20, 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 | $83,188 | $90,503-8.1% | $78,689+5.7% | $273,961-69.6% |
| Participation rate | 95.7% | 76.5%+19.1pp | 73.6%+22.1pp | 83.0%+12.6pp |
| Annual return | 7.91% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,468 | $3,176-22.3% | $2,851-13.4% | $4,869-49.3% |
| Participant deferral / active EE | $3,686 | $3,901-5.5% | $3,517+4.8% | $5,287-30.3% |
| Admin fee / account holder | $2,089 | $5,263-60.3% | $4,510-53.7% | $10,132-79.4% |