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 | $185,565 | $183,519+1.1% | $155,509+19.3% | $145,922+27.2% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.98% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,849 | $5,313-8.7% | $4,672+3.8% | $4,660+4.1% |
| Participant deferral / active EE | $11,787 | $6,462+82.4% | $5,626+109.5% | $6,688+76.2% |
| Admin fee / account holder | $28,433 | $19,313+47.2% | $15,912+78.7% | $13,397+112.2% |