Filed May 15, 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 9-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 | $27,980 | $64,324-56.5% | $118,925-76.5% | $79,858-65.0% |
| Participation rate | 96.5% | 64.9%+31.6pp | 75.4%+21.1pp | 69.6%+26.8pp |
| Annual return | 12.60% | 86.45%-73.8pp | 35.88%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $779 | $1,836-57.6% | $3,263-76.1% | $2,471-68.5% |
| Participant deferral / active EE | $1,742 | $2,824-38.3% | $4,265-59.2% | $3,740-53.4% |
| Admin fee / account holder | $5,940 | $4,040+47.0% | $6,581-9.7% | $5,306+11.9% |