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 | $91,245 | $72,277+26.2% | $101,248-9.9% | $79,858+14.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.14% | 22.30%-9.2pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $8,000 | $2,692+197.2% | $3,660+118.6% | $2,471+223.8% |
| Participant deferral / active EE | $2,353 | $3,282-28.3% | $4,370-46.2% | $3,740-37.1% |
| Admin fee / account holder | $8,020 | $4,400+82.3% | $5,945+34.9% | $5,306+51.1% |