Filed June 13, 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 | $72,826 | $57,281+27.1% | $86,612-15.9% | $75,163-3.1% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 22.75% | 2670.75%-2648.0pp | 591.07%-568.3pp | 160.62%-137.9pp |
| Employer contribution / active EE | $5,213 | $2,314+125.2% | $3,022+72.5% | $2,670+95.2% |
| Participant deferral / active EE | $7,936 | $3,318+139.2% | $4,438+78.8% | $4,125+92.4% |
| Admin fee / account holder | $8,762 | $4,112+113.1% | $5,614+56.1% | $5,651+55.1% |