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 | $52,934 | $49,227+7.5% | $70,449-24.9% | $79,858-33.7% |
| Participation rate | 95.7% | 69.2%+26.6pp | 75.1%+20.7pp | 69.6%+26.1pp |
| Annual return | 14.32% | 30.06%-15.7pp | 109.03%-94.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $4,083 | $2,099+94.5% | $2,737+49.2% | $2,471+65.2% |
| Participant deferral / active EE | $10,029 | $2,768+262.4% | $3,709+170.4% | $3,740+168.1% |
| Admin fee / account holder | $6,474 | $2,878+124.9% | $3,845+68.4% | $5,306+22.0% |