Filed October 22, 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 | $91,938 | $180,449-49.1% | $154,107-40.3% | $135,375-32.1% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -4.12% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,688 | $6,035-38.9% | $5,298-30.4% | $4,779-22.8% |
| Participant deferral / active EE | $9,819 | $5,806+69.1% | $5,081+93.3% | $5,609+75.1% |
| Admin fee / account holder | $24,713 | $16,143+53.1% | $13,411+84.3% | $10,827+128.3% |