Filed January 12, 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 | $59,845 | $63,346-5.5% | $92,233-35.1% | $70,131-14.7% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 21.12% | 530.12%-509.0pp | 176.28%-155.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $2,959 | $2,471+19.8% | $3,679-19.6% | $2,342+26.3% |
| Participant deferral / active EE | $4,869 | $2,854+70.6% | $3,897+25.0% | $3,332+46.2% |
| Admin fee / account holder | $402 | $3,840-89.5% | $5,194-92.3% | $4,645-91.4% |