Filed January 11, 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 | $49,068 | $153,772-68.1% | $133,980-63.4% | $273,961-82.1% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 5.82% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,711 | $6,029-55.0% | $5,211-48.0% | $4,869-44.3% |
| Participant deferral / active EE | $3,200 | $6,958-54.0% | $6,282-49.1% | $5,287-39.5% |
| Admin fee / account holder | $1,265 | $11,765-89.2% | $9,324-86.4% | $10,132-87.5% |