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 | $158,807 | $39,122+305.9% | $57,179+177.7% | $62,891+152.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.51% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $9,288 | $1,874+395.6% | $2,682+246.3% | $2,281+307.2% |
| Participant deferral / active EE | $4,749 | $2,374+100.1% | $3,096+53.4% | $3,203+48.3% |
| Admin fee / account holder | $6,347 | $2,592+144.9% | $3,139+102.2% | $4,296+47.8% |