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 | $185,774 | $82,523+125.1% | $115,752+60.5% | $70,131+164.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 17.30% | 28.22%-10.9pp | 19.41%-2.1pp | 73.14%-55.8pp |
| Employer contribution / active EE | $8,053 | $2,758+192.0% | $3,492+130.6% | $2,342+243.8% |
| Participant deferral / active EE | $6,028 | $4,062+48.4% | $5,204+15.8% | $3,332+80.9% |
| Admin fee / account holder | $6,051 | $4,552+32.9% | $6,278-3.6% | $4,645+30.3% |