Filed January 30, 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 | $97,139 | $64,890+49.7% | $134,172-27.6% | $67,986+42.9% |
| Participation rate | 76.5% | 48.5%+28.0pp | 72.5%+4.0pp | 57.2%+19.3pp |
| Annual return | 15.26% | 16.12%-0.9pp | 25.30%-10.0pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,331 | $1,360-2.1% | $3,420-61.1% | $2,019-34.1% |
| Participant deferral / active EE | $6,120 | $2,289+167.4% | $4,690+30.5% | $3,358+82.3% |
| Admin fee / account holder | $30,667 | $3,140+876.6% | $12,016+155.2% | $3,203+857.4% |