Filed September 23, 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 | $135,350 | $88,083+53.7% | $164,813-17.9% | $74,495+81.7% |
| Participation rate | 97.1% | 73.0%+24.1pp | 78.6%+18.5pp | 67.2%+29.9pp |
| Annual return | 15.48% | 17.26%-1.8pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,877 | $2,593+49.5% | $4,341-10.7% | $2,623+47.8% |
| Participant deferral / active EE | $6,976 | $4,498+55.1% | $6,031+15.7% | $4,346+60.5% |
| Admin fee / account holder | $1,213 | $2,234-45.7% | $12,690-90.4% | $1,942-37.5% |