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 | $101,999 | $54,705+86.5% | $71,209+43.2% | $84,808+20.3% |
| Participation rate | 88.4% | 64.1%+24.3pp | 73.8%+14.7pp | 68.3%+20.1pp |
| Annual return | 15.94% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,665 | $2,158+23.5% | $2,721-2.1% | $2,631+1.3% |
| Participant deferral / active EE | $9,583 | $3,030+216.2% | $4,175+129.5% | $4,212+127.5% |
| Admin fee / account holder | $6,134 | $4,863+26.1% | $5,349+14.7% | $7,344-16.5% |