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 | $132,886 | $154,365-13.9% | $130,231+2.0% | $139,434-4.7% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.3%+1.5pp | 80.3%-2.5pp |
| Annual return | 12.73% | 30.34%-17.6pp | 38.77%-26.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $9,405 | $5,170+81.9% | $4,126+128.0% | $4,751+98.0% |
| Participant deferral / active EE | $12,464 | $8,498+46.7% | $6,799+83.3% | $6,710+85.8% |
| Admin fee / account holder | $40,532 | $9,214+339.9% | $6,020+573.3% | $11,403+255.5% |