Filed March 13, 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 | $136,941 | $94,529+44.9% | $140,016-2.2% | $64,186+113.4% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | 1.30% | 7.77%-6.5pp | 651.12%-649.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $3,320 | $3,812-12.9% | $5,606-40.8% | $2,381+39.5% |
| Participant deferral / active EE | $5,389 | $5,250+2.6% | $6,927-22.2% | $3,470+55.3% |
| Admin fee / account holder | $3,941 | $6,741-41.5% | $10,705-63.2% | $4,888-19.4% |