Filed November 19, 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 | $217,423 | $102,317+112.5% | $146,958+47.9% | $80,856+168.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.2%-6.2pp | 67.6%+8.3pp |
| Annual return | 17.24% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,137 | $3,713-69.4% | $4,933-77.0% | $2,755-58.7% |
| Participant deferral / active EE | $6,562 | $6,644-1.2% | $8,070-18.7% | $4,296+52.8% |
| Admin fee / account holder | $90,797 | $7,941+1043.4% | $12,998+598.5% | $6,918+1212.5% |