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 | $99,354 | $123,793-19.7% | $177,821-44.1% | $79,858+24.4% |
| Participation rate | 89.5% | 84.7%+4.8pp | 87.7%+1.8pp | 69.6%+19.8pp |
| Annual return | 11.76% | 22.82%-11.1pp | 48.32%-36.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,173 | $4,095-46.9% | $5,918-63.3% | $2,471-12.0% |
| Participant deferral / active EE | $3,199 | $5,956-46.3% | $7,714-58.5% | $3,740-14.5% |
| Admin fee / account holder | $1,706 | $7,243-76.5% | $12,427-86.3% | $5,306-67.9% |