Filed August 14, 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 | $145,219 | $72,114+101.4% | $108,745+33.5% | $62,891+130.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 6.91% | 13.41%-6.5pp | 46.22%-39.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,553 | $2,694+180.4% | $3,323+127.3% | $2,281+231.2% |
| Participant deferral / active EE | $5,807 | $4,044+43.6% | $5,121+13.4% | $3,203+81.3% |
| Admin fee / account holder | $19,897 | $4,608+331.8% | $6,144+223.9% | $4,296+363.2% |