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 | $89,481 | $61,660+45.1% | $80,019+11.8% | $64,186+39.4% |
| Participation rate | 91.3% | 71.7%+19.6pp | 75.8%+15.5pp | 69.6%+21.7pp |
| Annual return | -5.78% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,931 | $1,810+61.9% | $2,468+18.8% | $2,381+23.1% |
| Participant deferral / active EE | $4,088 | $2,968+37.7% | $3,686+10.9% | $3,470+17.8% |
| Admin fee / account holder | $6,576 | $5,417+21.4% | $6,521+0.8% | $4,888+34.5% |