Filed July 18, 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 8-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 | $45,219 | $102,966-56.1% | $90,281-49.9% | $152,861-70.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.73% | 95.16%-71.4pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,085 | $3,139-1.7% | $2,854+8.1% | $4,762-35.2% |
| Participant deferral / active EE | $4,928 | $4,281+15.1% | $3,885+26.8% | $5,850-15.8% |
| Admin fee / account holder | $729 | $6,171-88.2% | $5,351-86.4% | $11,596-93.7% |