Filed March 21, 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 | $103,757 | $209,336-50.4% | $197,124-47.4% | $137,256-24.4% |
| Participation rate | 77.3% | 87.3%-10.0pp | 86.7%-9.4pp | 80.0%-2.7pp |
| Annual return | 14.57% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,220 | $6,591-66.3% | $6,227-64.3% | $4,156-46.6% |
| Participant deferral / active EE | $3,530 | $9,614-63.3% | $9,135-61.4% | $6,407-44.9% |
| Admin fee / account holder | $13,142 | $17,308-24.1% | $16,298-19.4% | $12,270+7.1% |