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 | $69,692 | $755,339-90.8% | $379,746-81.6% | $158,922-56.1% |
| Participation rate | 87.5% | 81.8%+5.7pp | 78.4%+9.1pp | 82.0%+5.5pp |
| Annual return | 11.99% | 53.41%-41.4pp | 34.90%-22.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,288 | $4,685-51.2% | $3,540-35.4% | $4,761-51.9% |
| Participant deferral / active EE | $4,845 | $7,938-39.0% | $6,024-19.6% | $5,982-19.0% |
| Admin fee / account holder | $7,339 | $14,482-49.3% | $7,927-7.4% | $11,246-34.7% |