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 | $79,728 | $85,202-6.4% | $172,739-53.8% | $72,985+9.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 74.80% | 27.32%+47.5pp | 802.84%-728.0pp | 81.00%-6.2pp |
| Employer contribution / active EE | $628 | $3,324-81.1% | $5,143-87.8% | $2,440-74.3% |
| Participant deferral / active EE | $6,347 | $3,260+94.7% | $5,198+22.1% | $3,607+76.0% |
| Admin fee / account holder | $12,312 | $5,884+109.3% | $13,954-11.8% | $5,124+140.3% |