Filed March 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 | $105,979 | $146,267-27.5% | $197,124-46.2% | $82,448+28.5% |
| Participation rate | 77.6% | 84.0%-6.4pp | 86.7%-9.1pp | 68.1%+9.5pp |
| Annual return | 18.43% | 29.61%-11.2pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,371 | $4,723-49.8% | $6,227-61.9% | $2,551-7.0% |
| Participant deferral / active EE | $4,106 | $7,035-41.6% | $9,135-55.1% | $4,139-0.8% |
| Admin fee / account holder | $5,135 | $14,422-64.4% | $16,298-68.5% | $7,234-29.0% |