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 | $204,725 | $94,625+116.4% | $116,228+76.1% | $84,808+141.4% |
| Participation rate | 93.5% | 70.4%+23.1pp | 74.6%+19.0pp | 68.3%+25.2pp |
| Annual return | 14.78% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,955 | $2,347+111.2% | $2,994+65.5% | $2,631+88.3% |
| Participant deferral / active EE | $7,636 | $3,972+92.3% | $4,953+54.2% | $4,212+81.3% |
| Admin fee / account holder | $15,703 | $10,091+55.6% | $11,989+31.0% | $7,344+113.8% |