Filed December 1, 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 | $64,794 | $123,793-47.7% | $177,821-63.6% | $79,858-18.9% |
| Participation rate | 83.8% | 84.7%-0.9pp | 87.7%-3.9pp | 69.6%+14.2pp |
| Annual return | 17.22% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,452 | $4,095-64.6% | $5,918-75.5% | $2,471-41.2% |
| Participant deferral / active EE | $5,879 | $5,956-1.3% | $7,714-23.8% | $3,740+57.2% |
| Admin fee / account holder | $3,908 | $7,243-46.0% | $12,427-68.6% | $5,306-26.4% |