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 | $92,205 | $148,978-38.1% | $200,582-54.0% | $84,808+8.7% |
| Participation rate | 93.7% | 84.2%+9.4pp | 86.9%+6.8pp | 68.3%+25.3pp |
| Annual return | 18.12% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,507 | $4,815-6.4% | $6,419-29.8% | $2,631+71.3% |
| Participant deferral / active EE | $7,109 | $7,142-0.5% | $9,331-23.8% | $4,212+68.8% |
| Admin fee / account holder | $6,176 | $13,977-55.8% | $16,305-62.1% | $7,344-15.9% |