Filed May 15, 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 | $92,211 | $100,041-7.8% | $149,718-38.4% | $70,131+31.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.55% | 27.43%-11.9pp | 1501.63%-1486.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $2,788 | $3,662-23.9% | $5,445-48.8% | $2,342+19.0% |
| Participant deferral / active EE | $3,402 | $4,983-31.7% | $6,569-48.2% | $3,332+2.1% |
| Admin fee / account holder | $4,105 | $8,286-50.5% | $11,283-63.6% | $4,645-11.6% |