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 | $156,095 | $80,717+93.4% | $154,803+0.8% | $84,808+84.1% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 14.83% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,044 | $2,761-26.0% | $4,305-52.5% | $2,631-22.3% |
| Participant deferral / active EE | $6,983 | $3,303+111.4% | $5,540+26.0% | $4,212+65.8% |
| Admin fee / account holder | $14,539 | $6,746+115.5% | $14,329+1.5% | $7,344+98.0% |