Filed October 21, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,537 | $87,705+7.8% | $63,517+48.8% | $125,391-24.6% |
| Participation rate | 80.0% | 77.0%+3.0pp | 71.0%+9.0pp | 83.2%-3.2pp |
| Annual return | 9.50% | 21.70%-12.2pp | -70.30%+79.8pp | 282.22%-272.7pp |
| Employer contribution / active EE | $22,974 | $3,601+538.0% | $2,322+889.4% | $4,866+372.1% |
| Participant deferral / active EE | $16,518 | $3,939+319.3% | $2,953+459.3% | $5,352+208.7% |
| Admin fee / account holder | $450 | $11,948-96.2% | $5,892-92.4% | $9,540-95.3% |