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 | $53,346 | $171,865-69.0% | $149,718-64.4% | $147,584-63.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.48% | 2113.22%-2092.7pp | 1501.63%-1481.1pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,366 | $6,275-78.2% | $5,445-74.9% | $4,876-72.0% |
| Participant deferral / active EE | $4,607 | $7,271-36.6% | $6,569-29.9% | $5,439-15.3% |
| Admin fee / account holder | $24,096 | $13,799+74.6% | $11,283+113.6% | $10,885+121.4% |