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 | $177,444 | $91,552+93.8% | $133,956+32.5% | $79,858+122.2% |
| Participation rate | 94.6% | 73.3%+21.2pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | 16.94% | 61.85%-44.9pp | 45.09%-28.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,575 | $2,384+50.0% | $3,919-8.8% | $2,471+44.7% |
| Participant deferral / active EE | $8,066 | $3,733+116.0% | $5,048+59.8% | $3,740+115.7% |
| Admin fee / account holder | $8,693 | $6,321+37.5% | $8,927-2.6% | $5,306+63.8% |