Filed November 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 | $103,281 | $114,381-9.7% | $107,525-3.9% | $142,382-27.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 15.43% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $5,300 | $4,015+32.0% | $3,754+41.2% | $4,299+23.3% |
| Participant deferral / active EE | $5,077 | $5,564-8.8% | $5,116-0.8% | $6,507-22.0% |
| Admin fee / account holder | $5,053 | $9,860-48.8% | $8,919-43.3% | $12,624-60.0% |