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 | $70,365 | $138,347-49.1% | $184,203-61.8% | $80,856-13.0% |
| Participation rate | 88.0% | 83.9%+4.1pp | 86.8%+1.2pp | 67.6%+20.4pp |
| Annual return | 14.16% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,905 | $4,850-19.5% | $6,427-39.2% | $2,755+41.8% |
| Participant deferral / active EE | $5,598 | $7,071-20.8% | $9,131-38.7% | $4,296+30.3% |
| Admin fee / account holder | $12,386 | $10,483+18.1% | $13,901-10.9% | $6,918+79.0% |