Filed February 1, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $75,973 | $159,934-52.5% | $147,005-48.3% | $145,959-47.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.71% | 98.24%-84.5pp | 418.76%-405.1pp | 561.95%-548.2pp |
| Employer contribution / active EE | $5,947 | $5,287+12.5% | $4,934+20.5% | $4,661+27.6% |
| Participant deferral / active EE | $7,892 | $8,427-6.4% | $8,070-2.2% | $6,689+18.0% |
| Admin fee / account holder | $6,682 | $15,053-55.6% | $13,006-48.6% | $13,398-50.1% |