Filed March 26, 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 | $82,855 | $76,000+9.0% | $154,107-46.2% | $64,186+29.1% |
| Participation rate | 88.1% | 70.4%+17.7pp | 83.0%+5.1pp | 69.6%+18.6pp |
| Annual return | -3.18% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,501 | $3,351+4.5% | $5,298-33.9% | $2,381+47.0% |
| Participant deferral / active EE | $3,747 | $3,175+18.0% | $5,081-26.3% | $3,470+8.0% |
| Admin fee / account holder | $12,439 | $5,596+122.3% | $13,411-7.2% | $4,888+154.5% |