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 | $109,934 | $69,977+57.1% | $108,579+1.2% | $62,891+74.8% |
| Participation rate | 84.4% | 72.9%+11.5pp | 79.6%+4.8pp | 69.3%+15.1pp |
| Annual return | 5.83% | 10.73%-4.9pp | -51.70%+57.5pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,729 | $2,135+74.7% | $3,758-0.8% | $2,281+63.5% |
| Participant deferral / active EE | $4,870 | $3,165+53.9% | $4,311+13.0% | $3,203+52.0% |
| Admin fee / account holder | $17,870 | $5,076+252.0% | $7,645+133.7% | $4,296+316.0% |