Filed March 12, 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 | $61,777 | $148,978-58.5% | $200,582-69.2% | $84,808-27.2% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.1pp | 68.3%+29.7pp |
| Annual return | 15.48% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,161 | $4,815-55.1% | $6,419-66.3% | $2,631-17.9% |
| Participant deferral / active EE | $3,702 | $7,142-48.2% | $9,331-60.3% | $4,212-12.1% |
| Admin fee / account holder | $1,393 | $13,977-90.0% | $16,305-91.5% | $7,344-81.0% |