Filed July 31, 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 9-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 | $68,375 | $60,124+13.7% | $90,404-24.4% | $79,858-14.4% |
| Participation rate | 90.3% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.7pp |
| Annual return | 19.65% | 71.94%-52.3pp | 1293.02%-1273.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,458 | $2,068-29.5% | $3,262-55.3% | $2,471-41.0% |
| Participant deferral / active EE | $8,907 | $2,938+203.1% | $3,963+124.7% | $3,740+138.1% |
| Admin fee / account holder | $8,099 | $3,976+103.7% | $5,611+44.4% | $5,306+52.6% |