Filed January 29, 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 | $74,260 | $110,094-32.5% | $151,611-51.0% | $68,494+8.4% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -15.12% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,922 | $4,471-12.3% | $6,166-36.4% | $2,596+51.1% |
| Participant deferral / active EE | $3,239 | $6,527-50.4% | $8,363-61.3% | $4,027-19.6% |
| Admin fee / account holder | $2,155 | $7,719-72.1% | $11,616-81.4% | $5,403-60.1% |