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 | $91,647 | $65,703+39.5% | $94,224-2.7% | $59,632+53.7% |
| Participation rate | 96.6% | 72.1%+24.5pp | 78.8%+17.8pp | 68.7%+27.9pp |
| Annual return | -1.80% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,765 | $2,021+36.8% | $3,587-22.9% | $2,203+25.5% |
| Participant deferral / active EE | $5,418 | $3,143+72.4% | $4,320+25.4% | $3,192+69.8% |
| Admin fee / account holder | $9,886 | $4,264+131.8% | $6,269+57.7% | $4,297+130.1% |