Filed January 12, 2013 (most recent of 3 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 | $245,768 | $105,859+132.2% | $90,160+172.6% | $147,584+66.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.78% | 37.63%-25.8pp | 34.88%-23.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $11,985 | $4,126+190.5% | $3,318+261.2% | $4,876+145.8% |
| Participant deferral / active EE | $7,477 | $5,733+30.4% | $5,288+41.4% | $5,439+37.5% |
| Admin fee / account holder | $4,384 | $8,046-45.5% | $5,943-26.2% | $10,885-59.7% |