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 | $91,786 | $81,900+12.1% | $119,609-23.3% | $68,494+34.0% |
| Participation rate | 95.5% | 71.9%+23.6pp | 79.3%+16.2pp | 67.9%+27.6pp |
| Annual return | -14.80% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,281 | $2,693+21.8% | $4,232-22.5% | $2,596+26.4% |
| Participant deferral / active EE | $7,620 | $4,148+83.7% | $5,602+36.0% | $4,027+89.2% |
| Admin fee / account holder | $8,629 | $6,582+31.1% | $10,323-16.4% | $5,403+59.7% |