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 | $202,587 | $81,900+147.4% | $119,609+69.4% | $68,494+195.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.82% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,736 | $2,693+113.0% | $4,232+35.5% | $2,596+120.9% |
| Participant deferral / active EE | $5,480 | $4,148+32.1% | $5,602-2.2% | $4,027+36.1% |
| Admin fee / account holder | $23,881 | $6,582+262.8% | $10,323+131.3% | $5,403+342.0% |