Filed June 11, 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 | $137,630 | $89,739+53.4% | $149,718-8.1% | $62,292+120.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 25.89% | 21.01%+4.9pp | 1501.63%-1475.7pp | 28.90%-3.0pp |
| Employer contribution / active EE | $5,768 | $3,233+78.4% | $5,445+5.9% | $2,042+182.5% |
| Participant deferral / active EE | $4,156 | $4,797-13.4% | $6,569-36.7% | $3,169+31.1% |
| Admin fee / account holder | $9,828 | $551+1682.9% | $11,283-12.9% | $479+1950.3% |