Filed October 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 | $169,060 | $68,719+146.0% | $91,541+84.7% | $84,808+99.3% |
| Participation rate | 85.7% | 64.5%+21.2pp | 69.8%+15.9pp | 68.3%+17.4pp |
| Annual return | 15.01% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,084 | $1,920+112.7% | $2,505+63.1% | $2,631+55.2% |
| Participant deferral / active EE | $6,078 | $3,136+93.8% | $4,008+51.6% | $4,212+44.3% |
| Admin fee / account holder | $4,170 | $5,786-27.9% | $6,956-40.1% | $7,344-43.2% |