Filed April 24, 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 | $142,826 | $138,385+3.2% | $184,200-22.5% | $80,874+76.6% |
| Participation rate | 95.0% | 83.9%+11.1pp | 86.8%+8.2pp | 67.6%+27.4pp |
| Annual return | 11.19% | 20.02%-8.8pp | 28.80%-17.6pp | 35.62%-24.4pp |
| Employer contribution / active EE | $5,092 | $4,849+5.0% | $6,424-20.7% | $2,756+84.8% |
| Participant deferral / active EE | $3,999 | $7,073-43.5% | $9,132-56.2% | $4,297-6.9% |
| Admin fee / account holder | $38,081 | $10,483+263.2% | $13,907+173.8% | $6,935+449.1% |