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 | $128,092 | $106,515+20.3% | $96,683+32.5% | $139,434-8.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.84% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,475 | $4,103-64.1% | $3,737-60.5% | $4,751-69.0% |
| Participant deferral / active EE | $6,179 | $5,454+13.3% | $4,878+26.7% | $6,710-7.9% |
| Admin fee / account holder | $1,066 | $7,877-86.5% | $6,730-84.2% | $11,403-90.7% |