Filed March 18, 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 | $68,670 | $63,346+8.4% | $92,233-25.5% | $70,131-2.1% |
| Participation rate | 78.3% | 68.7%+9.6pp | 76.5%+1.8pp | 69.5%+8.7pp |
| Annual return | 17.03% | 530.12%-513.1pp | 176.28%-159.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $709 | $2,471-71.3% | $3,679-80.7% | $2,342-69.7% |
| Participant deferral / active EE | $3,906 | $2,854+36.9% | $3,897+0.2% | $3,332+17.2% |
| Admin fee / account holder | $1,373 | $3,840-64.2% | $5,194-73.6% | $4,645-70.4% |