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 | $134,109 | $105,126+27.6% | $94,646+41.7% | $139,434-3.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.93% | 38.03%-25.1pp | 156.71%-143.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,667 | $4,106-35.0% | $3,672-27.4% | $4,751-43.9% |
| Participant deferral / active EE | $5,934 | $7,599-21.9% | $7,418-20.0% | $6,710-11.6% |
| Admin fee / account holder | $12,551 | $8,984+39.7% | $7,231+73.6% | $11,403+10.1% |