Filed November 12, 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 | $50,643 | $118,680-57.3% | $98,907-48.8% | $158,922-68.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 21.39% | 372.35%-351.0pp | 196.43%-175.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $8,075 | $3,333+142.3% | $2,689+200.3% | $4,761+69.6% |
| Participant deferral / active EE | $7,892 | $5,088+55.1% | $4,244+85.9% | $5,982+31.9% |
| Admin fee / account holder | $814 | $10,131-92.0% | $6,642-87.7% | $11,246-92.8% |