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 | $69,294 | $51,708+34.0% | $106,619-35.0% | $62,891+10.2% |
| Participation rate | 77.0% | 66.9%+10.2pp | 78.0%-0.9pp | 69.3%+7.7pp |
| Annual return | 7.14% | 4.69%+2.4pp | 9.42%-2.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,754 | $1,764+112.8% | $3,947-4.9% | $2,281+64.6% |
| Participant deferral / active EE | $3,284 | $2,315+41.8% | $3,930-16.4% | $3,203+2.5% |
| Admin fee / account holder | $7,662 | $3,349+128.8% | $6,418+19.4% | $4,296+78.4% |