Filed August 27, 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 | $81,152 | $45,035+80.2% | $62,995+28.8% | $70,131+15.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.76% | 18.76%-3.0pp | 87.57%-71.8pp | 73.14%-57.4pp |
| Employer contribution / active EE | $6,598 | $2,051+221.7% | $2,759+139.2% | $2,342+181.7% |
| Participant deferral / active EE | $4,476 | $2,465+81.6% | $3,329+34.4% | $3,332+34.3% |
| Admin fee / account holder | $16,748 | $2,834+490.9% | $3,600+365.2% | $4,645+260.5% |