Filed October 9, 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 | $196,477 | $48,795+302.7% | $65,493+200.0% | $84,808+131.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.61% | 20.20%-6.6pp | 982.45%-968.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $11,603 | $1,930+501.3% | $2,574+350.7% | $2,631+341.0% |
| Participant deferral / active EE | $5,802 | $2,928+98.1% | $3,961+46.5% | $4,212+37.8% |
| Admin fee / account holder | $22,858 | $3,877+489.6% | $5,028+354.6% | $7,344+211.3% |