Filed October 15, 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 | $70,658 | $57,354+23.2% | $83,848-15.7% | $64,186+10.1% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -6.79% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,143 | $2,545+180.6% | $3,631+96.7% | $2,381+200.0% |
| Participant deferral / active EE | $1,801 | $2,993-39.8% | $4,082-55.9% | $3,470-48.1% |
| Admin fee / account holder | $3,954 | $4,046-2.3% | $5,478-27.8% | $4,888-19.1% |