Filed February 22, 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 | $60,447 | $54,320+11.3% | $67,652-10.7% | $52,331+15.5% |
| Participation rate | 92.5% | 73.6%+18.9pp | 75.7%+16.9pp | 68.1%+24.4pp |
| Annual return | 0.41% | 6.81%-6.4pp | 6625.04%-6624.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $6,548 | $1,544+324.1% | $2,266+189.0% | $1,882+248.0% |
| Participant deferral / active EE | $11,715 | $2,950+297.1% | $3,560+229.1% | $3,022+287.7% |
| Admin fee / account holder | $4,722 | $527+796.8% | $4,821-2.0% | $592+698.2% |