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 | $114,476 | $109,359+4.7% | $162,163-29.4% | $72,985+56.8% |
| Participation rate | 95.8% | 84.3%+11.6pp | 87.6%+8.3pp | 69.5%+26.3pp |
| Annual return | 21.80% | 25.46%-3.7pp | 115.59%-93.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,094 | $3,907-20.8% | $5,614-44.9% | $2,440+26.8% |
| Participant deferral / active EE | $3,932 | $5,481-28.3% | $7,298-46.1% | $3,607+9.0% |
| Admin fee / account holder | $6,845 | $7,972-14.1% | $10,843-36.9% | $5,124+33.6% |