Filed February 14, 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 | $63,784 | $198,466-67.9% | $170,442-62.6% | $147,584-56.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.96% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,948 | $6,184-20.0% | $5,433-8.9% | $4,876+1.5% |
| Participant deferral / active EE | $6,683 | $5,629+18.7% | $4,939+35.3% | $5,439+22.9% |
| Admin fee / account holder | $6,819 | $16,852-59.5% | $13,880-50.9% | $10,885-37.4% |