Filed January 11, 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 | $195,621 | $72,400+170.2% | $67,502+189.8% | $145,922+34.1% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 18.04% | 7182.46%-7164.4pp | 3512.12%-3494.1pp | 561.29%-543.3pp |
| Employer contribution / active EE | $11,903 | $3,069+287.8% | $2,731+335.9% | $4,660+155.4% |
| Participant deferral / active EE | $9,711 | $4,783+103.0% | $4,000+142.8% | $6,688+45.2% |
| Admin fee / account holder | $15,675 | $5,539+183.0% | $3,998+292.1% | $13,397+17.0% |