Filed February 22, 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 | $90,615 | $70,002+29.4% | $115,037-21.2% | $52,331+73.2% |
| Participation rate | 84.3% | 72.1%+12.2pp | 81.4%+2.9pp | 68.1%+16.2pp |
| Annual return | -0.39% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $8,490 | $2,715+212.7% | $4,608+84.3% | $1,882+351.2% |
| Participant deferral / active EE | $11,300 | $4,920+129.7% | $6,026+87.5% | $3,022+273.9% |
| Admin fee / account holder | $5,568 | $566+883.7% | $8,175-31.9% | $592+841.2% |