Filed December 19, 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 | $102,480 | $64,307+59.4% | $57,343+78.7% | $125,391-18.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.03% | 25.12%-25.2pp | 24.39%-24.4pp | 282.22%-282.3pp |
| Employer contribution / active EE | $7,584 | $3,193+137.5% | $2,689+182.1% | $4,866+55.9% |
| Participant deferral / active EE | $7,873 | $3,848+104.6% | $3,162+149.0% | $5,352+47.1% |
| Admin fee / account holder | $11,566 | $5,242+120.6% | $3,356+244.7% | $9,540+21.2% |