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 | $47,118 | $87,841-46.4% | $133,980-64.8% | $62,891-25.1% |
| Participation rate | 80.8% | 83.4%-2.6pp | 87.1%-6.3pp | 69.3%+11.5pp |
| Annual return | 7.61% | 12.05%-4.4pp | 29.30%-21.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,290 | $3,483-34.3% | $5,211-56.1% | $2,281+0.4% |
| Participant deferral / active EE | $2,765 | $4,812-42.5% | $6,282-56.0% | $3,203-13.7% |
| Admin fee / account holder | $2,531 | $5,371-52.9% | $9,324-72.9% | $4,296-41.1% |