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 | $104,280 | $125,758-17.1% | $169,993-38.7% | $75,163+38.7% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 15.69% | 27.20%-11.5pp | 53.37%-37.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,876 | $4,615-16.0% | $6,785-42.9% | $2,670+45.2% |
| Participant deferral / active EE | $4,919 | $6,837-28.1% | $10,408-52.7% | $4,125+19.3% |
| Admin fee / account holder | $21,833 | $8,173+167.1% | $12,815+70.4% | $5,651+286.4% |