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 | $80,434 | $57,828+39.1% | $117,039-31.3% | $70,131+14.7% |
| Participation rate | 71.6% | 67.1%+4.5pp | 77.2%-5.6pp | 69.5%+2.1pp |
| Annual return | 18.88% | 17.55%+1.3pp | 18.95%-0.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $3,295 | $1,816+81.4% | $3,785-12.9% | $2,342+40.7% |
| Participant deferral / active EE | $4,229 | $2,438+73.5% | $3,929+7.6% | $3,332+26.9% |
| Admin fee / account holder | $1,660 | $3,548-53.2% | $5,974-72.2% | $4,645-64.3% |