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 | $116,035 | $73,004+58.9% | $90,749+27.9% | $68,494+69.4% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -15.21% | -13.81%-1.4pp | -12.16%-3.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,033 | $2,193+83.9% | $2,921+38.1% | $2,596+55.3% |
| Participant deferral / active EE | $6,639 | $3,627+83.0% | $4,564+45.5% | $4,027+64.8% |
| Admin fee / account holder | $12,718 | $5,896+115.7% | $8,445+50.6% | $5,403+135.4% |