Filed January 12, 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 | $147,162 | $95,416+54.2% | $185,823-20.8% | $85,850+71.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.81% | 23.59%-8.8pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,281 | $3,314-31.2% | $5,167-55.9% | $2,565-11.1% |
| Participant deferral / active EE | $7,398 | $3,423+116.1% | $5,568+32.9% | $3,952+87.2% |
| Admin fee / account holder | $5,382 | $7,213-25.4% | $16,237-66.9% | $6,260-14.0% |