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 | $65,991 | $53,822+22.6% | $75,696-12.8% | $85,850-23.1% |
| Participation rate | 97.7% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.4pp |
| Annual return | 15.38% | 24.54%-9.2pp | 104.53%-89.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $4,601 | $2,017+128.1% | $2,743+67.7% | $2,565+79.3% |
| Participant deferral / active EE | $10,579 | $2,895+265.4% | $3,821+176.8% | $3,952+167.7% |
| Admin fee / account holder | $5,477 | $3,343+63.8% | $3,619+51.3% | $6,260-12.5% |