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 | $222,579 | $167,484+32.9% | $151,611+46.8% | $134,475+65.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.82% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,699 | $6,829-60.5% | $6,166-56.2% | $4,740-43.0% |
| Participant deferral / active EE | $11,455 | $8,986+27.5% | $8,363+37.0% | $6,400+79.0% |
| Admin fee / account holder | $7,001 | $13,783-49.2% | $11,616-39.7% | $11,426-38.7% |