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 | $137,961 | $137,414+0.4% | $189,513-27.2% | $85,850+60.7% |
| Participation rate | 97.9% | 84.6%+13.3pp | 87.8%+10.1pp | 69.3%+28.6pp |
| Annual return | 14.76% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,581 | $4,344-17.6% | $6,162-41.9% | $2,565+39.6% |
| Participant deferral / active EE | $4,613 | $6,260-26.3% | $8,221-43.9% | $3,952+16.7% |
| Admin fee / account holder | $2,930 | $8,630-66.0% | $12,045-75.7% | $6,260-53.2% |