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 | $66,359 | $137,414-51.7% | $189,513-65.0% | $85,850-22.7% |
| Participation rate | 93.5% | 84.6%+8.9pp | 87.8%+5.7pp | 69.3%+24.2pp |
| Annual return | 16.23% | 38.14%-21.9pp | 555.15%-538.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,026 | $4,344-30.4% | $6,162-50.9% | $2,565+18.0% |
| Participant deferral / active EE | $4,891 | $6,260-21.9% | $8,221-40.5% | $3,952+23.8% |
| Admin fee / account holder | $4,899 | $8,630-43.2% | $12,045-59.3% | $6,260-21.7% |