Filed May 2, 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 | $141,564 | $160,055-11.6% | $140,016+1.1% | $135,375+4.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.98% | 911.38%-919.4pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,171 | $6,420-66.2% | $5,606-61.3% | $4,779-54.6% |
| Participant deferral / active EE | $6,827 | $7,642-10.7% | $6,927-1.4% | $5,609+21.7% |
| Admin fee / account holder | $2,628 | $13,328-80.3% | $10,705-75.5% | $10,827-75.7% |