Filed June 26, 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 | $155,575 | $81,460+91.0% | $103,333+50.6% | $80,856+92.4% |
| Participation rate | 89.1% | 66.8%+22.2pp | 74.5%+14.6pp | 67.6%+21.5pp |
| Annual return | 24.96% | 25.55%-0.6pp | 24.88%+0.1pp | 35.59%-10.6pp |
| Employer contribution / active EE | $13,309 | $3,105+328.6% | $3,868+244.1% | $2,755+383.1% |
| Participant deferral / active EE | $7,190 | $3,869+85.8% | $5,057+42.2% | $4,296+67.4% |
| Admin fee / account holder | $5,502 | $6,566-16.2% | $8,355-34.1% | $6,918-20.5% |