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 | $149,278 | $202,318-26.2% | $172,739-13.6% | $152,861-2.3% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.4%+3.9pp |
| Annual return | 19.29% | 1029.65%-1010.4pp | 802.84%-783.6pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,714 | $5,856-36.6% | $5,143-27.8% | $4,762-22.0% |
| Participant deferral / active EE | $9,172 | $5,948+54.2% | $5,198+76.5% | $5,850+56.8% |
| Admin fee / account holder | $5,387 | $17,109-68.5% | $13,954-61.4% | $11,596-53.5% |