Filed March 25, 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 | $44,916 | $125,758-64.3% | $169,993-73.6% | $75,163-40.2% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 19.30% | 27.20%-7.9pp | 53.37%-34.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,503 | $4,615-67.4% | $6,785-77.9% | $2,670-43.7% |
| Participant deferral / active EE | $3,392 | $6,837-50.4% | $10,408-67.4% | $4,125-17.8% |
| Admin fee / account holder | $4,427 | $8,173-45.8% | $12,815-65.5% | $5,651-21.7% |