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 | $76,694 | $114,381-32.9% | $107,525-28.7% | $142,382-46.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.56% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,265 | $4,015-43.6% | $3,754-39.7% | $4,299-47.3% |
| Participant deferral / active EE | $4,924 | $5,564-11.5% | $5,116-3.8% | $6,507-24.3% |
| Admin fee / account holder | $1,186 | $9,860-88.0% | $8,919-86.7% | $12,624-90.6% |