Filed April 8, 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 | $81,152 | $94,529-14.2% | $140,016-42.0% | $64,186+26.4% |
| Participation rate | 94.6% | 84.1%+10.5pp | 87.5%+7.1pp | 69.6%+25.0pp |
| Annual return | -5.15% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,585 | $3,812-58.4% | $5,606-71.7% | $2,381-33.4% |
| Participant deferral / active EE | $2,967 | $5,250-43.5% | $6,927-57.2% | $3,470-14.5% |
| Admin fee / account holder | $470 | $6,741-93.0% | $10,705-95.6% | $4,888-90.4% |