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 | $98,174 | $46,869+109.5% | $122,332-19.7% | $70,131+40.0% |
| Participation rate | 82.6% | 58.2%+24.4pp | 71.6%+11.0pp | 69.5%+13.1pp |
| Annual return | 18.20% | 24.22%-6.0pp | 30.27%-12.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,177 | $1,288-8.6% | $4,050-70.9% | $2,342-49.7% |
| Participant deferral / active EE | $4,981 | $2,166+129.9% | $3,287+51.5% | $3,332+49.5% |
| Admin fee / account holder | $1,166 | $3,322-64.9% | $5,478-78.7% | $4,645-74.9% |