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 | $93,627 | $115,770-19.1% | $101,248-7.5% | $158,922-41.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.29% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,337 | $4,175-68.0% | $3,660-63.5% | $4,761-71.9% |
| Participant deferral / active EE | $4,189 | $4,957-15.5% | $4,370-4.1% | $5,982-30.0% |
| Admin fee / account holder | $10,762 | $7,245+48.5% | $5,945+81.0% | $11,246-4.3% |