Filed May 15, 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 | $29,793 | $53,127-43.9% | $86,590-65.6% | $70,131-57.5% |
| Participation rate | 89.7% | 65.3%+24.3pp | 73.5%+16.1pp | 69.5%+20.1pp |
| Annual return | 14.00% | 27.66%-13.7pp | 964.84%-950.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $650 | $2,068-68.6% | $2,839-77.1% | $2,342-72.3% |
| Participant deferral / active EE | $4,841 | $2,696+79.6% | $3,609+34.2% | $3,332+45.3% |
| Admin fee / account holder | $1,211 | $3,585-66.2% | $4,906-75.3% | $4,645-73.9% |