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 | $169,073 | $62,573+170.2% | $85,682+97.3% | $85,850+96.9% |
| Participation rate | 96.7% | 61.1%+35.5pp | 69.9%+26.8pp | 69.3%+27.4pp |
| Annual return | 14.45% | 23.77%-9.3pp | 21.49%-7.0pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,635 | $1,757+163.8% | $2,618+77.0% | $2,565+80.7% |
| Participant deferral / active EE | $6,768 | $2,802+141.5% | $3,923+72.5% | $3,952+71.3% |
| Admin fee / account holder | $23,047 | $4,640+396.7% | $6,873+235.3% | $6,260+268.2% |