Filed August 9, 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 | $64,827 | $39,162+65.5% | $100,671-35.6% | $59,632+8.7% |
| Participation rate | 96.2% | 55.9%+40.3pp | 70.7%+25.4pp | 68.7%+27.5pp |
| Annual return | -0.52% | 21.07%-21.6pp | 20.43%-20.9pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,362 | $1,151+18.3% | $4,012-66.1% | $2,203-38.2% |
| Participant deferral / active EE | $4,476 | $1,992+124.7% | $3,144+42.4% | $3,192+40.2% |
| Admin fee / account holder | $4,175 | $2,969+40.6% | $4,850-13.9% | $4,297-2.8% |