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 | $47,744 | $45,073+5.9% | $69,455-31.3% | $72,985-34.6% |
| Participation rate | 87.0% | 68.5%+18.5pp | 74.6%+12.3pp | 69.5%+17.5pp |
| Annual return | 21.11% | 22.65%-1.5pp | 28.97%-7.9pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,503 | $2,054+70.5% | $2,779+26.0% | $2,440+43.6% |
| Participant deferral / active EE | $8,914 | $2,602+242.6% | $3,535+152.1% | $3,607+147.1% |
| Admin fee / account holder | $12,307 | $3,056+302.8% | $3,839+220.6% | $5,124+140.2% |