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 | $178,959 | $51,175+249.7% | $70,515+153.8% | $75,163+138.1% |
| Participation rate | 95.4% | 60.9%+34.5pp | 68.3%+27.1pp | 67.2%+28.2pp |
| Annual return | 20.00% | 30.02%-10.0pp | 32.77%-12.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $5,106 | $1,826+179.6% | $2,973+71.7% | $2,670+91.2% |
| Participant deferral / active EE | $7,619 | $2,849+167.4% | $4,567+66.8% | $4,125+84.7% |
| Admin fee / account holder | $11,948 | $4,091+192.1% | $6,412+86.3% | $5,651+111.4% |