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 | $94,102 | $65,409+43.9% | $98,442-4.4% | $85,850+9.6% |
| Participation rate | 85.5% | 65.0%+20.5pp | 73.3%+12.1pp | 69.3%+16.2pp |
| Annual return | 27.68% | 21.76%+5.9pp | 1492.73%-1465.0pp | 318.53%-290.9pp |
| Employer contribution / active EE | $1,572 | $2,168-27.5% | $2,960-46.9% | $2,565-38.7% |
| Participant deferral / active EE | $9,299 | $3,166+193.7% | $4,276+117.5% | $3,952+135.3% |
| Admin fee / account holder | $4,687 | $4,593+2.1% | $5,949-21.2% | $6,260-25.1% |