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 | $59,034 | $46,553+26.8% | $64,056-7.8% | $75,163-21.5% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.5pp |
| Annual return | 14.20% | 26.03%-11.8pp | 33.69%-19.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,579 | $1,974+132.0% | $2,747+66.7% | $2,670+71.5% |
| Participant deferral / active EE | $9,495 | $2,837+234.7% | $3,880+144.7% | $4,125+130.2% |
| Admin fee / account holder | $14,306 | $2,952+384.6% | $3,068+366.3% | $5,651+153.2% |