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 | $182,769 | $95,416+91.5% | $185,823-1.6% | $85,850+112.9% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 13.50% | 23.59%-10.1pp | 122.05%-108.5pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,650 | $3,314-20.0% | $5,167-48.7% | $2,565+3.3% |
| Participant deferral / active EE | $6,340 | $3,423+85.2% | $5,568+13.9% | $3,952+60.4% |
| Admin fee / account holder | $16,033 | $7,213+122.3% | $16,237-1.3% | $6,260+156.1% |