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 | $152,030 | $79,944+90.2% | $98,439+54.4% | $75,163+102.3% |
| Participation rate | 95.7% | 70.4%+25.3pp | 75.2%+20.5pp | 67.2%+28.5pp |
| Annual return | 16.27% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $4,812 | $2,264+112.6% | $3,048+57.9% | $2,670+80.2% |
| Participant deferral / active EE | $7,247 | $3,752+93.2% | $4,738+53.0% | $4,125+75.7% |
| Admin fee / account holder | $8,492 | $6,840+24.2% | $8,948-5.1% | $5,651+50.3% |