Filed December 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 | $206,869 | $106,584+94.1% | $101,326+104.2% | $142,382+45.3% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 16.04% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,292 | $3,956+8.5% | $3,665+17.1% | $4,299-0.2% |
| Participant deferral / active EE | $7,908 | $8,297-4.7% | $7,994-1.1% | $6,507+21.5% |
| Admin fee / account holder | $570 | $11,446-95.0% | $11,185-94.9% | $12,624-95.5% |