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 | $148,978-28.9% | $200,582-47.2% | $84,808+25.0% |
| Participation rate | 77.6% | 84.2%-6.6pp | 86.9%-9.3pp | 68.3%+9.3pp |
| Annual return | 18.43% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,371 | $4,815-50.8% | $6,419-63.1% | $2,631-9.9% |
| Participant deferral / active EE | $4,106 | $7,142-42.5% | $9,331-56.0% | $4,212-2.5% |
| Admin fee / account holder | $5,135 | $13,977-63.3% | $16,305-68.5% | $7,344-30.1% |