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 | $132,394 | $77,419+71.0% | $69,455+90.6% | $152,861-13.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 20.11% | 39.06%-19.0pp | 28.97%-8.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $8,561 | $3,315+158.2% | $2,779+208.1% | $4,762+79.8% |
| Participant deferral / active EE | $7,941 | $4,414+79.9% | $3,535+124.6% | $5,850+35.7% |
| Admin fee / account holder | $52,786 | $6,207+750.5% | $3,839+1274.9% | $11,596+355.2% |