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 | $47,479+313.8% | $62,929+212.2% | $82,448+138.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 13.61% | 20.34%-6.7pp | 1063.93%-1050.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $11,603 | $1,885+515.4% | $2,505+363.3% | $2,551+354.9% |
| Participant deferral / active EE | $5,802 | $2,870+102.1% | $3,888+49.2% | $4,139+40.2% |
| Admin fee / account holder | $22,858 | $3,804+500.9% | $5,065+351.3% | $7,234+216.0% |