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 | $120,611 | $81,460+48.1% | $103,333+16.7% | $80,856+49.2% |
| Participation rate | 71.9% | 66.8%+5.0pp | 74.5%-2.6pp | 67.6%+4.2pp |
| Annual return | 13.99% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,481 | $3,105+12.1% | $3,868-10.0% | $2,755+26.4% |
| Participant deferral / active EE | $8,540 | $3,869+120.7% | $5,057+68.9% | $4,296+98.8% |
| Admin fee / account holder | $4,567 | $6,566-30.4% | $8,355-45.3% | $6,918-34.0% |