Filed July 18, 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 | $180,692 | $153,772+17.5% | $133,980+34.9% | $273,961-34.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 6.67% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,547 | $6,029-24.6% | $5,211-12.7% | $4,869-6.6% |
| Participant deferral / active EE | $10,300 | $6,958+48.0% | $6,282+64.0% | $5,287+94.8% |
| Admin fee / account holder | $867 | $11,765-92.6% | $9,324-90.7% | $10,132-91.4% |