Filed June 26, 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 | $44,782 | $100,041-55.2% | $149,718-70.1% | $70,131-36.1% |
| Participation rate | 91.0% | 83.6%+7.5pp | 87.1%+4.0pp | 69.5%+21.5pp |
| Annual return | 16.97% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,876 | $3,662-21.4% | $5,445-47.2% | $2,342+22.8% |
| Participant deferral / active EE | $3,588 | $4,983-28.0% | $6,569-45.4% | $3,332+7.7% |
| Admin fee / account holder | $4,900 | $8,286-40.9% | $11,283-56.6% | $4,645+5.5% |