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 | $105,446 | $69,977+50.7% | $108,579-2.9% | $62,891+67.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.43% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,793 | $2,135+30.8% | $3,758-25.7% | $2,281+22.5% |
| Participant deferral / active EE | $5,962 | $3,165+88.4% | $4,311+38.3% | $3,203+86.1% |
| Admin fee / account holder | $4,461 | $5,076-12.1% | $7,645-41.7% | $4,296+3.8% |