Filed March 1, 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 | $177,225 | $65,703+169.7% | $94,224+88.1% | $59,632+197.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.39% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $5,469 | $2,021+170.7% | $3,587+52.5% | $2,203+148.3% |
| Participant deferral / active EE | $4,583 | $3,143+45.8% | $4,320+6.1% | $3,192+43.6% |
| Admin fee / account holder | $4,292 | $4,264+0.6% | $6,269-31.5% | $4,297-0.1% |