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 | $173,451 | $209,411-17.2% | $178,490-2.8% | $158,922+9.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.39% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $5,169 | $5,706-9.4% | $5,011+3.2% | $4,761+8.6% |
| Participant deferral / active EE | $13,359 | $5,954+124.4% | $5,202+156.8% | $5,982+123.3% |
| Admin fee / account holder | $887 | $17,074-94.8% | $13,984-93.7% | $11,246-92.1% |