Filed June 14, 2013 (most recent of 4 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 | $33,964 | $179,726-81.1% | $156,263-78.3% | $142,382-76.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 10.51% | 77.86%-67.3pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,157 | $5,069-77.2% | $4,333-73.3% | $4,299-73.1% |
| Participant deferral / active EE | $4,309 | $6,956-38.1% | $6,158-30.0% | $6,507-33.8% |
| Admin fee / account holder | $1,295 | $17,272-92.5% | $14,255-90.9% | $12,624-89.7% |