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 | $113,073 | $123,793-8.7% | $177,821-36.4% | $79,858+41.6% |
| Participation rate | 98.2% | 84.7%+13.5pp | 87.7%+10.5pp | 69.6%+28.5pp |
| Annual return | 12.73% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,498 | $4,095-14.6% | $5,918-40.9% | $2,471+41.6% |
| Participant deferral / active EE | $4,196 | $5,956-29.6% | $7,714-45.6% | $3,740+12.2% |
| Admin fee / account holder | $870 | $7,243-88.0% | $12,427-93.0% | $5,306-83.6% |