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 | $132,534 | $90,600+46.3% | $79,464+66.8% | $135,375-2.1% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -3.41% | 977.43%-980.8pp | 718.14%-721.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $4,092 | $3,068+33.4% | $2,800+46.1% | $4,779-14.4% |
| Participant deferral / active EE | $4,794 | $4,050+18.4% | $3,704+29.4% | $5,609-14.5% |
| Admin fee / account holder | $50,807 | $5,907+760.1% | $5,113+893.7% | $10,827+369.3% |