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 | $173,457 | $87,013+99.3% | $106,213+63.3% | $80,856+114.5% |
| Participation rate | 92.9% | 70.4%+22.4pp | 75.3%+17.6pp | 67.6%+25.2pp |
| Annual return | 12.30% | 17.05%-4.8pp | 116.14%-103.8pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,882 | $2,395+103.8% | $3,171+53.9% | $2,755+77.2% |
| Participant deferral / active EE | $7,366 | $3,986+84.8% | $5,016+46.9% | $4,296+71.5% |
| Admin fee / account holder | $12,668 | $8,431+50.3% | $11,033+14.8% | $6,918+83.1% |