Filed November 3, 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 | $31,027 | $43,550-28.8% | $63,517-51.2% | $52,331-40.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 2.22% | 2.03%+0.2pp | -70.30%+72.5pp | 4.54%-2.3pp |
| Employer contribution / active EE | $2,163 | $1,351+60.1% | $2,322-6.9% | $1,882+14.9% |
| Participant deferral / active EE | $4,070 | $2,254+80.6% | $2,953+37.8% | $3,022+34.7% |
| Admin fee / account holder | $1,732 | $387+347.8% | $5,892-70.6% | $592+192.8% |