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 | $126,638 | $45,073+181.0% | $69,455+82.3% | $72,985+73.5% |
| Participation rate | 78.3% | 68.5%+9.8pp | 74.6%+3.7pp | 69.5%+8.8pp |
| Annual return | 17.75% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $4,195 | $2,054+104.2% | $2,779+51.0% | $2,440+71.9% |
| Participant deferral / active EE | $4,495 | $2,602+72.8% | $3,535+27.1% | $3,607+24.6% |
| Admin fee / account holder | $6,645 | $3,056+117.5% | $3,839+73.1% | $5,124+29.7% |