Filed July 1, 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 | $38,159 | $72,404-47.3% | $110,238-65.4% | $64,186-40.5% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.6%+9.9pp |
| Annual return | -3.48% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,870 | $2,282-18.0% | $3,826-51.1% | $2,381-21.5% |
| Participant deferral / active EE | $2,857 | $3,469-17.6% | $4,672-38.8% | $3,470-17.6% |
| Admin fee / account holder | $10,054 | $5,664+77.5% | $8,547+17.6% | $4,888+105.7% |