Filed September 30, 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 | $166,311 | $99,020+68.0% | $86,590+92.1% | $147,584+12.7% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.49% | 1312.34%-1292.8pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $3,918 | $3,132+25.1% | $2,839+38.0% | $4,876-19.6% |
| Participant deferral / active EE | $4,896 | $3,972+23.3% | $3,609+35.7% | $5,439-10.0% |
| Admin fee / account holder | $46,301 | $5,710+710.8% | $4,906+843.8% | $10,885+325.4% |