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 | $54,109 | $215,361-74.9% | $171,082-68.4% | $273,961-80.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.02% | 25.14%-18.1pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $6,595 | $4,967+32.8% | $4,002+64.8% | $4,869+35.5% |
| Participant deferral / active EE | $8,857 | $5,543+59.8% | $4,797+84.6% | $5,287+67.5% |
| Admin fee / account holder | $2,743 | $10,846-74.7% | $8,520-67.8% | $10,132-72.9% |