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 | $110,187 | $94,625+16.4% | $116,228-5.2% | $84,808+29.9% |
| Participation rate | 70.0% | 70.4%-0.4pp | 74.6%-4.6pp | 68.3%+1.7pp |
| Annual return | 15.79% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,559 | $2,347-33.6% | $2,994-47.9% | $2,631-40.8% |
| Participant deferral / active EE | $4,260 | $3,972+7.2% | $4,953-14.0% | $4,212+1.1% |
| Admin fee / account holder | $1,143 | $10,091-88.7% | $11,989-90.5% | $7,344-84.4% |