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 | $75,990 | $148,978-49.0% | $200,582-62.1% | $84,808-10.4% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 15.33% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,577 | $4,815-46.5% | $6,419-59.8% | $2,631-2.0% |
| Participant deferral / active EE | $3,245 | $7,142-54.6% | $9,331-65.2% | $4,212-23.0% |
| Admin fee / account holder | $4,866 | $13,977-65.2% | $16,305-70.2% | $7,344-33.7% |