Filed December 25, 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 6-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 | $71,351 | $109,327-34.7% | $89,391-20.2% | $158,922-55.1% |
| Participation rate | 93.3% | 74.3%+19.1pp | 68.0%+25.4pp | 82.0%+11.4pp |
| Annual return | 14.61% | 345.68%-331.1pp | 245.62%-231.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,115 | $3,170-33.3% | $2,586-18.2% | $4,761-55.6% |
| Participant deferral / active EE | $5,358 | $4,598+16.5% | $3,890+37.7% | $5,982-10.4% |
| Admin fee / account holder | $4,237 | $6,153-31.1% | $4,881-13.2% | $11,246-62.3% |