Filed February 21, 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 | $204,723 | $140,588+45.6% | $123,104+66.3% | $125,391+63.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.86% | 16.80%-13.9pp | 13.22%-10.4pp | 282.22%-279.4pp |
| Employer contribution / active EE | $15,000 | $6,041+148.3% | $5,151+191.2% | $4,866+208.3% |
| Participant deferral / active EE | $9,803 | $6,980+40.4% | $6,230+57.4% | $5,352+83.2% |
| Admin fee / account holder | $345 | $11,198-96.9% | $9,015-96.2% | $9,540-96.4% |