Filed January 12, 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 | $132,327 | $135,635-2.4% | $110,238+20.0% | $135,375-2.3% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -5.13% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,059 | $4,906-37.7% | $3,826-20.1% | $4,779-36.0% |
| Participant deferral / active EE | $6,701 | $5,506+21.7% | $4,672+43.4% | $5,609+19.5% |
| Admin fee / account holder | $1,741 | $11,457-84.8% | $8,547-79.6% | $10,827-83.9% |