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 | $202,968 | $78,705+157.9% | $117,854+72.2% | $70,131+189.4% |
| Participation rate | 98.5% | 73.2%+25.3pp | 79.7%+18.8pp | 69.5%+28.9pp |
| Annual return | 15.21% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-57.9pp |
| Employer contribution / active EE | $4,846 | $2,223+118.0% | $3,786+28.0% | $2,342+106.9% |
| Participant deferral / active EE | $4,365 | $3,297+32.4% | $4,482-2.6% | $3,332+31.0% |
| Admin fee / account holder | $19,902 | $5,065+292.9% | $8,020+148.2% | $4,645+328.4% |