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 | $117,089 | $100,041+17.0% | $149,718-21.8% | $70,131+67.0% |
| Participation rate | 93.5% | 83.6%+9.9pp | 87.1%+6.4pp | 69.5%+23.9pp |
| Annual return | 20.71% | 27.43%-6.7pp | 1501.63%-1480.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $1,463 | $3,662-60.1% | $5,445-73.1% | $2,342-37.6% |
| Participant deferral / active EE | $4,483 | $4,983-10.0% | $6,569-31.8% | $3,332+34.5% |
| Admin fee / account holder | $499 | $8,286-94.0% | $11,283-95.6% | $4,645-89.2% |