Filed July 5, 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 | $47,612 | $197,825-75.9% | $155,790-69.4% | $125,391-62.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.19% | 86.74%-85.6pp | 71.54%-70.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $6,904 | $4,847+42.4% | $3,836+80.0% | $4,866+41.9% |
| Participant deferral / active EE | $8,987 | $5,630+59.6% | $4,797+87.3% | $5,352+67.9% |
| Admin fee / account holder | $5,828 | $9,545-38.9% | $7,478-22.1% | $9,540-38.9% |