Filed November 6, 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 | $101,513 | $110,094-7.8% | $151,611-33.0% | $68,494+48.2% |
| Participation rate | 98.4% | 84.0%+14.4pp | 87.5%+10.9pp | 67.9%+30.5pp |
| Annual return | -17.76% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $6,262 | $4,471+40.1% | $6,166+1.6% | $2,596+141.2% |
| Participant deferral / active EE | $7,814 | $6,527+19.7% | $8,363-6.6% | $4,027+94.0% |
| Admin fee / account holder | $2,295 | $7,719-70.3% | $11,616-80.2% | $5,403-57.5% |