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 | $67,951 | $88,751-23.4% | $81,812-16.9% | $145,922-53.4% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 12.49% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,719 | $3,083-11.8% | $2,912-6.6% | $4,660-41.6% |
| Participant deferral / active EE | $5,179 | $4,643+11.5% | $4,319+19.9% | $6,688-22.6% |
| Admin fee / account holder | $3,077 | $8,415-63.4% | $7,386-58.3% | $13,397-77.0% |