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 | $202,294 | $56,053+260.9% | $75,972+166.3% | $80,856+150.2% |
| Participation rate | 95.2% | 62.0%+33.2pp | 69.1%+26.2pp | 67.6%+27.6pp |
| Annual return | 15.57% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,494 | $1,874+193.1% | $2,685+104.6% | $2,755+99.4% |
| Participant deferral / active EE | $8,360 | $3,052+173.9% | $4,255+96.5% | $4,296+94.6% |
| Admin fee / account holder | $22,409 | $5,234+328.2% | $6,467+246.5% | $6,918+223.9% |