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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $221,246 | $53,127+316.4% | $86,590+155.5% | $70,131+215.5% |
| Participation rate | 95.3% | 65.3%+30.0pp | 73.5%+21.8pp | 69.5%+25.8pp |
| Annual return | 19.57% | 27.66%-8.1pp | 964.84%-945.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,828 | $2,696+190.4% | $3,609+116.9% | $3,332+134.9% |
| Admin fee / account holder | $3,335 | $3,585-7.0% | $4,906-32.0% | $4,645-28.2% |