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 | $121,437 | $65,685+84.9% | $57,179+112.4% | $273,961-55.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.42% | 21.99%-13.6pp | 14.59%-6.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $7,853 | $3,279+139.5% | $2,682+192.8% | $4,869+61.3% |
| Participant deferral / active EE | $7,979 | $3,782+111.0% | $3,096+157.7% | $5,287+50.9% |
| Admin fee / account holder | $1,798 | $4,835-62.8% | $3,139-42.7% | $10,132-82.3% |