Filed May 15, 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 | $16,642 | $54,705-69.6% | $71,209-76.6% | $84,808-80.4% |
| Participation rate | 97.9% | 64.1%+33.8pp | 73.8%+24.2pp | 68.3%+29.6pp |
| Annual return | 16.95% | 35.90%-18.9pp | 282.51%-265.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,120 | $2,158-48.1% | $2,721-58.8% | $2,631-57.4% |
| Participant deferral / active EE | $3,202 | $3,030+5.7% | $4,175-23.3% | $4,212-24.0% |
| Admin fee / account holder | $2,017 | $4,863-58.5% | $5,349-62.3% | $7,344-72.5% |