Filed May 15, 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 | $158,842 | $127,386+24.7% | $115,037+38.1% | $125,391+26.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.33% | 31.28%-31.6pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $4,465 | $5,166-13.6% | $4,608-3.1% | $4,866-8.2% |
| Participant deferral / active EE | $6,199 | $6,423-3.5% | $6,026+2.9% | $5,352+15.8% |
| Admin fee / account holder | $1,768 | $9,516-81.4% | $8,175-78.4% | $9,540-81.5% |