Filed June 17, 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 | $94,141 | $64,324+46.4% | $118,925-20.8% | $79,858+17.9% |
| Participation rate | 93.4% | 64.9%+28.6pp | 75.4%+18.0pp | 69.6%+23.8pp |
| Annual return | 12.65% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $5,496 | $1,836+199.3% | $3,263+68.5% | $2,471+122.4% |
| Participant deferral / active EE | $4,550 | $2,824+61.1% | $4,265+6.7% | $3,740+21.7% |
| Admin fee / account holder | $4,527 | $4,040+12.1% | $6,581-31.2% | $5,306-14.7% |