Filed November 5, 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 | $38,773 | $43,327-10.5% | $59,878-35.2% | $64,186-39.6% |
| Participation rate | 95.7% | 69.2%+26.5pp | 74.7%+21.0pp | 69.6%+26.1pp |
| Annual return | -3.65% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,298 | $2,028+62.6% | $2,722+21.2% | $2,381+38.5% |
| Participant deferral / active EE | $8,672 | $2,546+240.6% | $3,402+154.9% | $3,470+149.9% |
| Admin fee / account holder | $11,857 | $3,005+294.6% | $3,590+230.3% | $4,888+142.6% |