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 | $135,725 | $148,978-8.9% | $200,582-32.3% | $84,808+60.0% |
| Participation rate | 89.9% | 84.2%+5.6pp | 86.9%+3.0pp | 68.3%+21.5pp |
| Annual return | 15.81% | 28.16%-12.4pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,729 | $4,815-22.6% | $6,419-41.9% | $2,631+41.7% |
| Participant deferral / active EE | $5,009 | $7,142-29.9% | $9,331-46.3% | $4,212+18.9% |
| Admin fee / account holder | $2,280 | $13,977-83.7% | $16,305-86.0% | $7,344-69.0% |