Filed August 1, 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 | $25,746 | $63,346-59.4% | $92,233-72.1% | $70,131-63.3% |
| Participation rate | 82.2% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.7pp |
| Annual return | 16.06% | 530.12%-514.1pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $941 | $2,471-61.9% | $3,679-74.4% | $2,342-59.8% |
| Participant deferral / active EE | $2,121 | $2,854-25.7% | $3,897-45.6% | $3,332-36.3% |
| Admin fee / account holder | $3,449 | $3,840-10.2% | $5,194-33.6% | $4,645-25.7% |