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 | $74,537 | $43,327+72.0% | $59,878+24.5% | $64,186+16.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.40% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,712 | $2,028+230.9% | $2,722+146.6% | $2,381+181.9% |
| Participant deferral / active EE | $4,281 | $2,546+68.2% | $3,402+25.8% | $3,470+23.4% |
| Admin fee / account holder | $8,944 | $3,005+197.6% | $3,590+149.1% | $4,888+83.0% |