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 | $129,747 | $77,899+66.6% | $149,673-13.3% | $75,163+72.6% |
| Participation rate | 88.1% | 65.6%+22.5pp | 78.8%+9.3pp | 67.2%+20.9pp |
| Annual return | 17.36% | 31.72%-14.4pp | 134.42%-117.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,951 | $3,137-37.8% | $4,818-59.5% | $2,670-26.9% |
| Participant deferral / active EE | $6,300 | $3,411+84.7% | $5,680+10.9% | $4,125+52.7% |
| Admin fee / account holder | $12,284 | $5,956+106.2% | $13,210-7.0% | $5,651+117.4% |