Filed October 4, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,775 | $64,705-26.2% | $62,929-24.1% | $67,986-29.7% |
| Participation rate | 76.2% | 65.6%+10.6pp | 73.1%+3.1pp | 57.2%+19.0pp |
| Annual return | 15.42% | 20.31%-4.9pp | 1063.93%-1048.5pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,631 | $2,376-31.3% | $2,505-34.9% | $2,019-19.2% |
| Participant deferral / active EE | $3,276 | $3,198+2.4% | $3,888-15.7% | $3,358-2.4% |
| Admin fee / account holder | $325 | $1,428-77.3% | $5,065-93.6% | $3,203-89.9% |