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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,249 | $96,956+25.1% | $70,014+73.2% | $273,961-55.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 12.16% | 12.93%-0.8pp | 12.99%-0.8pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,078 | $3,316-37.3% | $2,338-11.1% | $4,869-57.3% |
| Participant deferral / active EE | $2,271 | $3,744-39.3% | $2,931-22.5% | $5,287-57.0% |
| Admin fee / account holder | $33,676 | $7,934+324.4% | $4,380+668.8% | $10,132+232.4% |