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 | $128,003 | $87,733+45.9% | $106,548+20.1% | $85,850+49.1% |
| Participation rate | 96.5% | 71.9%+24.6pp | 76.1%+20.4pp | 69.3%+27.2pp |
| Annual return | 14.54% | 21.86%-7.3pp | 26.80%-12.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $4,127 | $2,073+99.1% | $2,819+46.4% | $2,565+60.9% |
| Participant deferral / active EE | $5,871 | $3,469+69.2% | $4,398+33.5% | $3,952+48.6% |
| Admin fee / account holder | $23,781 | $6,767+251.4% | $7,407+221.1% | $6,260+279.9% |