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 | $159,714 | $123,793+29.0% | $177,821-10.2% | $79,858+100.0% |
| Participation rate | 97.1% | 84.7%+12.4pp | 87.7%+9.3pp | 69.6%+27.4pp |
| Annual return | 16.50% | 22.82%-6.3pp | 48.32%-31.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,512 | $4,095+10.2% | $5,918-23.8% | $2,471+82.6% |
| Participant deferral / active EE | $4,869 | $5,956-18.2% | $7,714-36.9% | $3,740+30.2% |
| Admin fee / account holder | $11,968 | $7,243+65.2% | $12,427-3.7% | $5,306+125.5% |