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 | $41,204 | $96,635-57.4% | $86,612-52.4% | $139,434-70.4% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 16.30% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.6pp |
| Employer contribution / active EE | $3,052 | $3,263-6.5% | $3,022+1.0% | $4,751-35.7% |
| Participant deferral / active EE | $5,561 | $4,836+15.0% | $4,438+25.3% | $6,710-17.1% |
| Admin fee / account holder | $2,698 | $6,408-57.9% | $5,614-52.0% | $11,403-76.3% |