Filed May 15, 2013 (most recent of 5 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 | $52,264 | $149,333-65.0% | $106,387-50.9% | $135,375-61.4% |
| Participation rate | 77.8% | 81.5%-3.7pp | 77.5%+0.3pp | 82.6%-4.9pp |
| Annual return | -2.66% | 0.52%-3.2pp | 0.25%-2.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,437 | $4,984-51.1% | $3,520-30.8% | $4,779-49.0% |
| Participant deferral / active EE | $4,189 | $7,230-42.1% | $5,421-22.7% | $5,609-25.3% |
| Admin fee / account holder | $34,024 | $15,952+113.3% | $7,510+353.1% | $10,827+214.3% |