Filed September 24, 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 | $36,375 | $45,438-19.9% | $80,004-54.5% | $59,632-39.0% |
| Participation rate | 81.4% | 63.7%+17.7pp | 73.0%+8.4pp | 68.7%+12.8pp |
| Annual return | -0.72% | 5.10%-5.8pp | 7.63%-8.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $980 | $1,236-20.7% | $2,473-60.4% | $2,203-55.5% |
| Participant deferral / active EE | $2,360 | $2,231+5.8% | $3,204-26.3% | $3,192-26.1% |
| Admin fee / account holder | $580 | $3,464-83.3% | $5,033-88.5% | $4,297-86.5% |