Filed August 7, 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 | $46,687 | $138,065-66.2% | $123,544-62.2% | $135,375-65.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -0.96% | 153.68%-154.6pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $4,315 | $5,151-16.2% | $4,628-6.8% | $4,779-9.7% |
| Participant deferral / active EE | $2,834 | $6,799-58.3% | $6,426-55.9% | $5,609-49.5% |
| Admin fee / account holder | $55,627 | $10,916+409.6% | $9,284+499.2% | $10,827+413.8% |