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 | $102,450 | $100,041+2.4% | $149,718-31.6% | $70,131+46.1% |
| Participation rate | 98.3% | 83.6%+14.7pp | 87.1%+11.2pp | 69.5%+28.8pp |
| Annual return | 18.57% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,062 | $4,983-18.5% | $6,569-38.2% | $3,332+21.9% |
| Admin fee / account holder | $11,640 | $8,286+40.5% | $11,283+3.2% | $4,645+150.6% |