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 | $64,139 | $817,678-92.2% | $392,568-83.7% | $152,861-58.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.1%+9.4pp | 82.4%+5.1pp |
| Annual return | 16.28% | 22.84%-6.6pp | 24.42%-8.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,200 | $5,502-60.0% | $3,783-41.9% | $4,762-53.8% |
| Participant deferral / active EE | $4,664 | $8,398-44.5% | $5,985-22.1% | $5,850-20.3% |
| Admin fee / account holder | $1,610 | $12,095-86.7% | $6,260-74.3% | $11,596-86.1% |