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 | $201,608 | $48,795+313.2% | $65,493+207.8% | $84,808+137.7% |
| Participation rate | 96.0% | 67.0%+29.0pp | 73.1%+22.9pp | 68.3%+27.7pp |
| Annual return | 18.01% | 20.20%-2.2pp | 982.45%-964.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $12,898 | $1,930+568.4% | $2,574+401.0% | $2,631+390.2% |
| Participant deferral / active EE | $10,226 | $2,928+249.2% | $3,961+158.2% | $4,212+142.8% |
| Admin fee / account holder | $25,434 | $3,877+556.0% | $5,028+405.8% | $7,344+246.3% |