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 | $95,450 | $48,230+97.9% | $67,502+41.4% | $80,856+18.0% |
| Participation rate | 92.5% | 66.4%+26.1pp | 72.9%+19.6pp | 67.6%+24.8pp |
| Annual return | 13.63% | 18.28%-4.6pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,929 | $2,020+144.1% | $2,731+80.5% | $2,755+78.9% |
| Participant deferral / active EE | $10,163 | $2,924+247.6% | $4,000+154.1% | $4,296+136.6% |
| Admin fee / account holder | $9,532 | $3,681+158.9% | $3,998+138.5% | $6,918+37.8% |