Filed May 15, 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 | $79,680 | $86,929-8.3% | $102,423-22.2% | $80,856-1.5% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 14.60% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,508 | $2,369-36.3% | $3,023-50.1% | $2,755-45.2% |
| Participant deferral / active EE | $5,028 | $4,118+22.1% | $5,053-0.5% | $4,296+17.0% |
| Admin fee / account holder | $15,154 | $8,049+88.3% | $9,451+60.3% | $6,918+119.1% |