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 | $57,140 | $123,793-53.8% | $177,821-67.9% | $79,858-28.4% |
| Participation rate | 90.3% | 84.7%+5.7pp | 87.7%+2.6pp | 69.6%+20.7pp |
| Annual return | 20.92% | 22.82%-1.9pp | 48.32%-27.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $3,342 | $4,095-18.4% | $5,918-43.5% | $2,471+35.3% |
| Participant deferral / active EE | $4,776 | $5,956-19.8% | $7,714-38.1% | $3,740+27.7% |
| Admin fee / account holder | $9,479 | $7,243+30.9% | $12,427-23.7% | $5,306+78.6% |