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 | $104,749 | $138,347-24.3% | $184,203-43.1% | $80,856+29.5% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.2pp | 67.6%+25.4pp |
| Annual return | 18.20% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,024 | $4,850-37.7% | $6,427-52.9% | $2,755+9.8% |
| Participant deferral / active EE | $4,214 | $7,071-40.4% | $9,131-53.9% | $4,296-1.9% |
| Admin fee / account holder | $5,124 | $10,483-51.1% | $13,901-63.1% | $6,918-25.9% |