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 | $164,889 | $148,978+10.7% | $200,582-17.8% | $84,808+94.4% |
| Participation rate | 94.7% | 84.2%+10.5pp | 86.9%+7.9pp | 68.3%+26.4pp |
| Annual return | 14.50% | 28.16%-13.7pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,260 | $4,815+9.2% | $6,419-18.1% | $2,631+99.9% |
| Participant deferral / active EE | $4,968 | $7,142-30.4% | $9,331-46.8% | $4,212+18.0% |
| Admin fee / account holder | $40,990 | $13,977+193.3% | $16,305+151.4% | $7,344+458.2% |