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 | $95,578 | $56,357+69.6% | $104,294-8.4% | $68,494+39.5% |
| Participation rate | 89.1% | 63.3%+25.8pp | 73.3%+15.8pp | 67.9%+21.2pp |
| Annual return | -13.30% | -9.19%-4.1pp | 24.61%-37.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $7,800 | $1,960+297.9% | $3,372+131.3% | $2,596+200.4% |
| Participant deferral / active EE | $6,191 | $3,077+101.2% | $4,625+33.9% | $4,027+53.7% |
| Admin fee / account holder | $5,477 | $4,903+11.7% | $7,339-25.4% | $5,403+1.4% |