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 | $67,132 | $42,894+56.5% | $60,874+10.3% | $68,494-2.0% |
| Participation rate | 90.7% | 66.8%+23.9pp | 73.1%+17.6pp | 67.9%+22.8pp |
| Annual return | -14.57% | -13.98%-0.6pp | 16.90%-31.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,839 | $1,978+144.6% | $2,701+79.1% | $2,596+86.4% |
| Participant deferral / active EE | $10,350 | $2,867+261.0% | $3,817+171.2% | $4,027+157.0% |
| Admin fee / account holder | $4,733 | $3,101+52.7% | $3,224+46.8% | $5,403-12.4% |