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.
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 | $104,223 | $110,094-5.3% | $151,611-31.3% | $68,494+52.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+6.9pp | 67.9%+26.6pp |
| Annual return | -12.63% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $3,512 | $4,471-21.4% | $6,166-43.0% | $2,596+35.3% |
| Participant deferral / active EE | $3,137 | $6,527-51.9% | $8,363-62.5% | $4,027-22.1% |
| Admin fee / account holder | $15,008 | $7,719+94.4% | $11,616+29.2% | $5,403+177.8% |