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 | $71,764 | $54,350+32.0% | $82,719-13.2% | $68,494+4.8% |
| Participation rate | 83.1% | 63.9%+19.1pp | 72.6%+10.5pp | 67.9%+15.2pp |
| Annual return | -18.60% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,294 | $2,218+3.4% | $3,009-23.8% | $2,596-11.6% |
| Participant deferral / active EE | $8,343 | $3,246+157.0% | $4,395+89.8% | $4,027+107.2% |
| Admin fee / account holder | $12,008 | $4,395+173.2% | $5,329+125.3% | $5,403+122.3% |