Filed April 10, 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 | $31,588 | $159,901-80.2% | $146,958-78.5% | $145,922-78.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,480 | $5,286-34.2% | $4,933-29.5% | $4,660-25.3% |
| Participant deferral / active EE | $3,726 | $8,428-55.8% | $8,070-53.8% | $6,688-44.3% |
| Admin fee / account holder | $1,944 | $15,044-87.1% | $12,998-85.0% | $13,397-85.5% |