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 | $68,914+41.0% | $136,749-29.0% | $74,304+30.7% |
| Participation rate | 76.5% | 51.3%+25.2pp | 72.1%+4.4pp | 60.3%+16.2pp |
| Annual return | 15.26% | 16.34%-1.1pp | 24.33%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,331 | $1,561-14.7% | $3,400-60.8% | $2,241-40.6% |
| Participant deferral / active EE | $6,120 | $2,541+140.9% | $4,692+30.4% | $3,767+62.5% |
| Admin fee / account holder | $30,667 | $3,149+873.8% | $11,386+169.3% | $2,969+933.0% |