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 | $67,984-29.7% | $65,493-27.1% | $74,304-35.7% |
| Participation rate | 76.2% | 66.3%+9.9pp | 73.1%+3.1pp | 60.3%+15.8pp |
| Annual return | 15.42% | 19.87%-4.5pp | 982.45%-967.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,631 | $2,491-34.5% | $2,574-36.6% | $2,241-27.2% |
| Participant deferral / active EE | $3,276 | $3,346-2.1% | $3,961-17.3% | $3,767-13.0% |
| Admin fee / account holder | $325 | $1,373-76.3% | $5,028-93.5% | $2,969-89.1% |