Filed August 6, 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 | $106,325 | $209,832-49.3% | $189,513-43.9% | $167,490-36.5% |
| Participation rate | 95.8% | 88.7%+7.2pp | 87.8%+8.0pp | 82.1%+13.7pp |
| Annual return | 9.41% | 748.27%-738.9pp | 555.15%-545.7pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,281 | $6,914-67.0% | $6,162-63.0% | $4,837-52.9% |
| Participant deferral / active EE | $3,747 | $8,935-58.1% | $8,221-54.4% | $6,341-40.9% |
| Admin fee / account holder | $4,702 | $14,293-67.1% | $12,045-61.0% | $12,309-61.8% |