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 | $92,586 | $64,707+43.1% | $112,228-17.5% | $68,494+35.2% |
| Participation rate | 73.5% | 67.2%+6.3pp | 75.1%-1.6pp | 67.9%+5.6pp |
| Annual return | -17.85% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,594 | $2,746+30.9% | $3,635-1.1% | $2,596+38.4% |
| Participant deferral / active EE | $7,069 | $3,565+98.3% | $4,728+49.5% | $4,027+75.5% |
| Admin fee / account holder | $4,626 | $5,232-11.6% | $6,410-27.8% | $5,403-14.4% |