Filed February 2, 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 9-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 | $91,358 | $54,705+67.0% | $71,209+28.3% | $84,808+7.7% |
| Participation rate | 98.7% | 64.1%+34.6pp | 73.8%+24.9pp | 68.3%+30.4pp |
| Annual return | 18.92% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,601 | $2,158+159.6% | $2,721+105.9% | $2,631+112.9% |
| Participant deferral / active EE | $7,677 | $3,030+153.3% | $4,175+83.9% | $4,212+82.3% |
| Admin fee / account holder | $3,076 | $4,863-36.7% | $5,349-42.5% | $7,344-58.1% |