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 | $189,693 | $183,963+3.1% | $162,163+17.0% | $152,861+24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.89% | 150.76%-122.9pp | 115.59%-87.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,404 | $6,371-62.3% | $5,614-57.2% | $4,762-49.5% |
| Participant deferral / active EE | $8,407 | $8,034+4.6% | $7,298+15.2% | $5,850+43.7% |
| Admin fee / account holder | $1,021 | $13,121-92.2% | $10,843-90.6% | $11,596-91.2% |