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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,043 | $45,035-71.0% | $62,995-79.3% | $70,131-81.4% |
| Participation rate | 76.4% | 69.5%+6.9pp | 74.8%+1.6pp | 69.5%+6.8pp |
| Annual return | 13.73% | 18.76%-5.0pp | 87.57%-73.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,389 | $2,051-32.3% | $2,759-49.7% | $2,342-40.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,944 | $2,834+39.2% | $3,600+9.6% | $4,645-15.1% |