Filed February 1, 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 | $123,832 | $147,727-16.2% | $115,756+7.0% | $134,475-7.9% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.1%+15.8pp | 81.2%+11.6pp |
| Annual return | -12.82% | 73.96%-86.8pp | 143.14%-156.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $12,235 | $4,713+159.6% | $3,793+222.6% | $4,740+158.1% |
| Participant deferral / active EE | $16,272 | $7,563+115.1% | $6,254+160.2% | $6,400+154.3% |
| Admin fee / account holder | $14,161 | $14,571-2.8% | $8,124+74.3% | $11,426+23.9% |