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 | $143,015 | $110,094+29.9% | $151,611-5.7% | $68,494+108.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.90% | -10.12%-6.8pp | 3.33%-20.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $6,387 | $4,471+42.9% | $6,166+3.6% | $2,596+146.0% |
| Participant deferral / active EE | $6,200 | $6,527-5.0% | $8,363-25.9% | $4,027+54.0% |
| Admin fee / account holder | $25,871 | $7,719+235.2% | $11,616+122.7% | $5,403+378.8% |