Filed June 28, 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 | $193,792 | $146,267+32.5% | $197,124-1.7% | $82,448+135.0% |
| Participation rate | 86.9% | 84.0%+2.9pp | 86.7%+0.2pp | 68.1%+18.8pp |
| Annual return | 16.64% | 29.61%-13.0pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,706 | $4,723-42.7% | $6,227-56.6% | $2,551+6.1% |
| Participant deferral / active EE | $7,013 | $7,035-0.3% | $9,135-23.2% | $4,139+69.4% |
| Admin fee / account holder | $10,473 | $14,422-27.4% | $16,298-35.7% | $7,234+44.8% |