Filed May 15, 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 | $67,724 | $82,032-17.4% | $123,104-45.0% | $59,632+13.6% |
| Participation rate | 97.4% | 83.2%+14.2pp | 86.8%+10.6pp | 68.7%+28.7pp |
| Annual return | -1.25% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,844 | $3,297+16.6% | $5,151-25.4% | $2,203+74.5% |
| Participant deferral / active EE | $3,222 | $4,667-31.0% | $6,230-48.3% | $3,192+1.0% |
| Admin fee / account holder | $4,587 | $5,881-22.0% | $9,015-49.1% | $4,297+6.8% |