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 | $81,461 | $43,723+86.3% | $121,196-32.8% | $64,186+26.9% |
| Participation rate | 71.2% | 58.3%+12.8pp | 71.7%-0.6pp | 69.6%+1.6pp |
| Annual return | -5.12% | 68.91%-74.0pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,111 | $1,296-14.3% | $4,022-72.4% | $2,381-53.3% |
| Participant deferral / active EE | $4,209 | $2,280+84.6% | $3,344+25.8% | $3,470+21.3% |
| Admin fee / account holder | $19,559 | $3,501+458.7% | $5,019+289.7% | $4,888+300.1% |