Filed February 13, 2013
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 | $111,817 | $45,073+148.1% | $69,455+61.0% | $72,985+53.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 50.08% | 22.65%+27.4pp | 28.97%+21.1pp | 81.00%-30.9pp |
| Employer contribution / active EE | $1,487 | $2,054-27.6% | $2,779-46.5% | $2,440-39.0% |
| Participant deferral / active EE | $1,459 | $2,602-43.9% | $3,535-58.7% | $3,607-59.5% |
| Admin fee / account holder | $599 | $3,056-80.4% | $3,839-84.4% | $5,124-88.3% |