Filed November 12, 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 9-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 | $79,115 | $165,335-52.1% | $149,696-47.1% | $158,922-50.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.61% | 348.15%-332.5pp | 276.60%-261.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,499 | $5,103-31.4% | $4,644-24.7% | $4,761-26.5% |
| Participant deferral / active EE | $16,379 | $7,181+128.1% | $6,842+139.4% | $5,982+173.8% |
| Admin fee / account holder | $6,226 | $10,807-42.4% | $9,309-33.1% | $11,246-44.6% |