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 | $210,006 | $125,758+67.0% | $169,993+23.5% | $75,163+179.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.42% | 27.20%-5.8pp | 53.37%-32.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $6,369 | $4,615+38.0% | $6,785-6.1% | $2,670+138.6% |
| Participant deferral / active EE | $6,885 | $6,837+0.7% | $10,408-33.8% | $4,125+66.9% |
| Admin fee / account holder | $25,173 | $8,173+208.0% | $12,815+96.4% | $5,651+345.5% |