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 | $138,019 | $80,717+71.0% | $154,803-10.8% | $84,808+62.7% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 15.11% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,522 | $2,761+100.0% | $4,305+28.3% | $2,631+109.9% |
| Participant deferral / active EE | $5,523 | $3,303+67.2% | $5,540-0.3% | $4,212+31.1% |
| Admin fee / account holder | $4,107 | $6,746-39.1% | $14,329-71.3% | $7,344-44.1% |