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 | $96,769 | $87,841+10.2% | $133,980-27.8% | $62,891+53.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.36% | 12.05%-3.7pp | 29.30%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,670 | $3,483-52.0% | $5,211-67.9% | $2,281-26.8% |
| Participant deferral / active EE | $4,795 | $4,812-0.4% | $6,282-23.7% | $3,203+49.7% |
| Admin fee / account holder | $924 | $5,371-82.8% | $9,324-90.1% | $4,296-78.5% |