Filed June 24, 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 | $56,798 | $87,841-35.3% | $133,980-57.6% | $62,891-9.7% |
| Participation rate | 95.0% | 83.4%+11.6pp | 87.1%+7.9pp | 69.3%+25.7pp |
| Annual return | 6.72% | 12.05%-5.3pp | 29.30%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,230 | $3,483-7.3% | $5,211-38.0% | $2,281+41.6% |
| Participant deferral / active EE | $2,849 | $4,812-40.8% | $6,282-54.6% | $3,203-11.1% |
| Admin fee / account holder | $4,955 | $5,371-7.8% | $9,324-46.9% | $4,296+15.3% |