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 | $120,901 | $137,414-12.0% | $189,513-36.2% | $85,850+40.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 87.8%+3.9pp | 69.3%+22.4pp |
| Annual return | 12.75% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,311 | $4,344-23.8% | $6,162-46.3% | $2,565+29.1% |
| Participant deferral / active EE | $2,686 | $6,260-57.1% | $8,221-67.3% | $3,952-32.0% |
| Admin fee / account holder | $13,671 | $8,630+58.4% | $12,045+13.5% | $6,260+118.4% |