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 | $135,317 | $81,248+66.5% | $155,509-13.0% | $80,856+67.4% |
| Participation rate | 90.2% | 66.2%+24.0pp | 78.2%+12.1pp | 67.6%+22.6pp |
| Annual return | 11.56% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,863 | $3,100-39.9% | $4,672-60.1% | $2,755-32.4% |
| Participant deferral / active EE | $6,020 | $3,452+74.4% | $5,626+7.0% | $4,296+40.1% |
| Admin fee / account holder | $23,539 | $7,997+194.3% | $15,912+47.9% | $6,918+240.3% |