Filed April 3, 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 | $167,762 | $55,706+201.2% | $75,886+121.1% | $72,985+129.9% |
| Participation rate | 98.6% | 61.1%+37.5pp | 69.3%+29.3pp | 69.5%+29.1pp |
| Annual return | 21.86% | 27.59%-5.7pp | 30.76%-8.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $5,599 | $1,687+232.0% | $2,500+123.9% | $2,440+129.5% |
| Participant deferral / active EE | $7,327 | $2,634+178.2% | $3,603+103.4% | $3,607+103.1% |
| Admin fee / account holder | $8,126 | $3,978+104.3% | $5,418+50.0% | $5,124+58.6% |