Filed April 5, 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 | $49,843 | $72,404-31.2% | $110,238-54.8% | $64,186-22.3% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.7pp | 69.6%+19.9pp |
| Annual return | 15.98% | -6.29%+22.3pp | 314.74%-298.8pp | 7.63%+8.3pp |
| Employer contribution / active EE | $1,075 | $2,282-52.9% | $3,826-71.9% | $2,381-54.8% |
| Participant deferral / active EE | $3,340 | $3,469-3.7% | $4,672-28.5% | $3,470-3.7% |
| Admin fee / account holder | $12,471 | $5,664+120.2% | $8,547+45.9% | $4,888+155.1% |