Filed March 12, 2013 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $154,909 | $87,841+76.4% | $133,980+15.6% | $62,891+146.3% |
| Participation rate | 97.4% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.1pp |
| Annual return | 8.98% | 12.05%-3.1pp | 29.30%-20.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,709 | $3,483-22.2% | $5,211-48.0% | $2,281+18.7% |
| Participant deferral / active EE | $1,725 | $4,812-64.2% | $6,282-72.5% | $3,203-46.1% |
| Admin fee / account holder | $1,585 | $5,371-70.5% | $9,324-83.0% | $4,296-63.1% |