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 | $113,827 | $45,035+152.8% | $62,995+80.7% | $70,131+62.3% |
| Participation rate | 83.1% | 69.5%+13.6pp | 74.8%+8.3pp | 69.5%+13.6pp |
| Annual return | 15.15% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $3,957 | $2,051+92.9% | $2,759+43.4% | $2,342+68.9% |
| Participant deferral / active EE | $4,464 | $2,465+81.1% | $3,329+34.1% | $3,332+34.0% |
| Admin fee / account holder | $3,321 | $2,834+17.2% | $3,600-7.8% | $4,645-28.5% |