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 | $93,546 | $72,277+29.4% | $101,248-7.6% | $79,858+17.1% |
| Participation rate | 75.5% | 68.5%+7.1pp | 75.8%-0.3pp | 69.6%+5.9pp |
| Annual return | 11.75% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,468 | $2,692+28.8% | $3,660-5.2% | $2,471+40.4% |
| Participant deferral / active EE | $6,487 | $3,282+97.7% | $4,370+48.4% | $3,740+73.4% |
| Admin fee / account holder | $6,865 | $4,400+56.0% | $5,945+15.5% | $5,306+29.4% |