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 | $84,980 | $153,772-44.7% | $133,980-36.6% | $273,961-69.0% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.1%-2.1pp | 83.0%+2.0pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,731 | $6,029-71.3% | $5,211-66.8% | $4,869-64.4% |
| Participant deferral / active EE | $2,920 | $6,958-58.0% | $6,282-53.5% | $5,287-44.8% |
| Admin fee / account holder | $2,128 | $11,765-81.9% | $9,324-77.2% | $10,132-79.0% |