Filed January 3, 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 | $100,500 | $39,122+156.9% | $57,179+75.8% | $62,891+59.8% |
| Participation rate | 78.7% | 70.5%+8.2pp | 75.3%+3.3pp | 69.3%+9.4pp |
| Annual return | 14.82% | 9.23%+5.6pp | 14.59%+0.2pp | 20.14%-5.3pp |
| Employer contribution / active EE | $3,508 | $1,874+87.2% | $2,682+30.8% | $2,281+53.8% |
| Participant deferral / active EE | $3,832 | $2,374+61.4% | $3,096+23.8% | $3,203+19.7% |
| Admin fee / account holder | $4,632 | $2,592+78.7% | $3,139+47.6% | $4,296+7.8% |