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 | $111,947 | $73,867+51.6% | $143,757-22.1% | $68,494+63.4% |
| Participation rate | 95.3% | 66.7%+28.7pp | 80.3%+15.0pp | 67.9%+27.5pp |
| Annual return | -14.36% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,017 | $3,184-36.7% | $4,951-59.3% | $2,596-22.3% |
| Participant deferral / active EE | $6,980 | $3,384+106.2% | $5,637+23.8% | $4,027+73.3% |
| Admin fee / account holder | $29,979 | $5,755+421.0% | $14,673+104.3% | $5,403+454.9% |