Filed November 3, 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 9-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 | $53,233 | $76,000-30.0% | $154,107-65.5% | $64,186-17.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 16.25% | 30.32%-14.1pp | 735.12%-718.9pp | 7.63%+8.6pp |
| Employer contribution / active EE | $450 | $3,351-86.6% | $5,298-91.5% | $2,381-81.1% |
| Participant deferral / active EE | $4,520 | $3,175+42.4% | $5,081-11.0% | $3,470+30.3% |
| Admin fee / account holder | $14,440 | $5,596+158.0% | $13,411+7.7% | $4,888+195.4% |