Filed November 4, 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 | $49,661 | $73,102-32.1% | $123,544-59.8% | $56,287-11.8% |
| Participation rate | 98.0% | 74.3%+23.7pp | 82.3%+15.7pp | 69.9%+28.2pp |
| Annual return | -4.44% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,082 | $2,977+3.5% | $4,628-33.4% | $2,111+46.0% |
| Participant deferral / active EE | $7,667 | $5,423+41.4% | $6,426+19.3% | $3,350+128.9% |
| Admin fee / account holder | $2,186 | $554+294.8% | $9,284-76.5% | $521+319.6% |