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 | $57,866 | $167,484-65.4% | $151,611-61.8% | $134,475-57.0% |
| Participation rate | 73.9% | 88.4%-14.5pp | 87.5%-13.6pp | 81.2%-7.3pp |
| Annual return | -12.65% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,934 | $6,829-71.7% | $6,166-68.6% | $4,740-59.2% |
| Participant deferral / active EE | $3,843 | $8,986-57.2% | $8,363-54.0% | $6,400-39.9% |
| Admin fee / account holder | $1,782 | $13,783-87.1% | $11,616-84.7% | $11,426-84.4% |