Filed April 4, 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.
Participant 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 | $237,125 | $149,734+58.4% | $118,925+99.4% | $158,922+49.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 75.4%+18.0pp | 82.0%+11.4pp |
| Annual return | 12.91% | 19.95%-7.0pp | 35.88%-23.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,581 | $4,115-37.3% | $3,263-20.9% | $4,761-45.8% |
| Participant deferral / active EE | $824 | $5,223-84.2% | $4,265-80.7% | $5,982-86.2% |
| Admin fee / account holder | $1,242 | $8,603-85.6% | $6,581-81.1% | $11,246-89.0% |