Filed January 9, 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 | $69,827 | $85,202-18.0% | $172,739-59.6% | $72,985-4.3% |
| Participation rate | 77.9% | 70.1%+7.8pp | 82.6%-4.7pp | 69.5%+8.4pp |
| Annual return | 21.37% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $4,864 | $3,324+46.3% | $5,143-5.4% | $2,440+99.4% |
| Participant deferral / active EE | $7,295 | $3,260+123.8% | $5,198+40.4% | $3,607+102.2% |
| Admin fee / account holder | $5,982 | $5,884+1.7% | $13,954-57.1% | $5,124+16.7% |