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 | $105,430 | $76,367+38.1% | $93,606+12.6% | $72,985+44.5% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.9pp | 69.5%+25.3pp |
| Annual return | 20.33% | 25.82%-5.5pp | 32.76%-12.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,395 | $2,275+49.2% | $2,718+24.9% | $2,440+39.1% |
| Participant deferral / active EE | $4,949 | $3,538+39.9% | $4,069+21.6% | $3,607+37.2% |
| Admin fee / account holder | $2,752 | $6,838-59.8% | $7,888-65.1% | $5,124-46.3% |