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 | $119,284 | $78,705+51.6% | $117,854+1.2% | $70,131+70.1% |
| Participation rate | 81.2% | 73.2%+8.0pp | 79.7%+1.5pp | 69.5%+11.6pp |
| Annual return | 18.78% | 23.30%-4.5pp | 335.08%-316.3pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,994 | $2,223-10.3% | $3,786-47.3% | $2,342-14.9% |
| Participant deferral / active EE | $3,928 | $3,297+19.1% | $4,482-12.4% | $3,332+17.9% |
| Admin fee / account holder | $4,767 | $5,065-5.9% | $8,020-40.6% | $4,645+2.6% |