Filed June 7, 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 | $89,147 | $67,411+32.2% | $91,001-2.0% | $70,131+27.1% |
| Participation rate | 91.7% | 71.4%+20.3pp | 75.6%+16.1pp | 69.5%+22.1pp |
| Annual return | 15.33% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,755 | $1,786+54.3% | $2,456+12.2% | $2,342+17.6% |
| Participant deferral / active EE | $3,880 | $2,823+37.5% | $3,547+9.4% | $3,332+16.4% |
| Admin fee / account holder | $2,957 | $4,236-30.2% | $5,417-45.4% | $4,645-36.3% |