Filed May 15, 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 | $89,221 | $82,032+8.8% | $123,104-27.5% | $59,632+49.6% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.4pp | 68.7%+26.5pp |
| Annual return | 1.88% | 5.12%-3.2pp | 13.22%-11.3pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,087 | $4,667-33.9% | $6,230-50.5% | $3,192-3.3% |
| Admin fee / account holder | $1,516 | $5,881-74.2% | $9,015-83.2% | $4,297-64.7% |