Filed August 29, 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 | $170,868 | $148,978+14.7% | $200,582-14.8% | $84,808+101.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.30% | 28.16%-9.9pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,257 | $4,815+9.2% | $6,419-18.1% | $2,631+99.8% |
| Participant deferral / active EE | $12,071 | $7,142+69.0% | $9,331+29.4% | $4,212+186.6% |
| Admin fee / account holder | $753 | $13,977-94.6% | $16,305-95.4% | $7,344-89.7% |