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 | $154,370 | $92,703+66.5% | $82,719+86.6% | $134,475+14.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.37% | 944.92%-959.3pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $5,480 | $3,274+67.4% | $3,009+82.1% | $4,740+15.6% |
| Participant deferral / active EE | $8,218 | $4,802+71.1% | $4,395+87.0% | $6,400+28.4% |
| Admin fee / account holder | $50,641 | $5,983+746.5% | $5,329+850.3% | $11,426+343.2% |