Filed February 1, 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 | $113,047 | $72,404+56.1% | $110,238+2.5% | $64,186+76.1% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.6%+27.7pp |
| Annual return | -6.48% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,016 | $2,282+32.2% | $3,826-21.2% | $2,381+26.7% |
| Participant deferral / active EE | $7,428 | $3,469+114.1% | $4,672+59.0% | $3,470+114.1% |
| Admin fee / account holder | $3,748 | $5,664-33.8% | $8,547-56.2% | $4,888-23.3% |