Filed April 25, 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 | $138,229 | $101,724+35.9% | $164,813-16.1% | $80,856+71.0% |
| Participation rate | 94.0% | 71.8%+22.2pp | 78.6%+15.4pp | 67.6%+26.4pp |
| Annual return | 14.51% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,697 | $2,953-8.7% | $4,341-37.9% | $2,755-2.1% |
| Participant deferral / active EE | $3,933 | $4,477-12.2% | $6,031-34.8% | $4,296-8.4% |
| Admin fee / account holder | $3,586 | $8,227-56.4% | $12,690-71.7% | $6,918-48.2% |