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 | $75,885 | $41,377+83.4% | $109,313-30.6% | $62,891+20.7% |
| Participation rate | 84.8% | 57.5%+27.2pp | 71.3%+13.5pp | 69.3%+15.5pp |
| Annual return | 6.82% | 11.05%-4.2pp | 22.07%-15.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,234 | $1,276-3.3% | $3,892-68.3% | $2,281-45.9% |
| Participant deferral / active EE | $4,296 | $2,045+110.1% | $3,166+35.7% | $3,203+34.1% |
| Admin fee / account holder | $8,055 | $2,884+179.3% | $5,666+42.2% | $4,296+87.5% |