Filed April 23, 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 | $97,379 | $97,757-0.4% | $83,848+16.1% | $135,375-28.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.45% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,282 | $4,222-22.2% | $3,631-9.6% | $4,779-31.3% |
| Participant deferral / active EE | $7,211 | $4,682+54.0% | $4,082+76.7% | $5,609+28.6% |
| Admin fee / account holder | $211,393 | $6,674+3067.5% | $5,478+3758.8% | $10,827+1852.5% |