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 | $88,033 | $109,359-19.5% | $162,163-45.7% | $72,985+20.6% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 18.30% | 25.46%-7.2pp | 115.59%-97.3pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,214 | $3,907-43.4% | $5,614-60.6% | $2,440-9.3% |
| Participant deferral / active EE | $3,284 | $5,481-40.1% | $7,298-55.0% | $3,607-9.0% |
| Admin fee / account holder | $8,354 | $7,972+4.8% | $10,843-23.0% | $5,124+63.0% |