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 | $63,532 | $125,758-49.5% | $169,993-62.6% | $75,163-15.5% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.0%+3.5pp | 67.2%+23.3pp |
| Annual return | 18.75% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,659 | $4,615-20.7% | $6,785-46.1% | $2,670+37.1% |
| Participant deferral / active EE | $5,321 | $6,837-22.2% | $10,408-48.9% | $4,125+29.0% |
| Admin fee / account holder | $3,336 | $8,173-59.2% | $12,815-74.0% | $5,651-41.0% |