Filed December 3, 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 | $113,284 | $39,122+189.6% | $57,179+98.1% | $62,891+80.1% |
| Participation rate | 75.3% | 70.5%+4.8pp | 75.3%0pp | 69.3%+6.0pp |
| Annual return | 6.17% | 9.23%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $3,780 | $1,874+101.7% | $2,682+40.9% | $2,281+65.7% |
| Participant deferral / active EE | $4,829 | $2,374+103.4% | $3,096+56.0% | $3,203+50.8% |
| Admin fee / account holder | $2,037 | $2,592-21.4% | $3,139-35.1% | $4,296-52.6% |