Filed December 20, 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 | $123,632 | $60,349+104.9% | $74,183+66.7% | $62,891+96.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.50% | 21.37%-15.9pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,361 | $1,680+219.1% | $2,370+126.2% | $2,281+135.1% |
| Participant deferral / active EE | $5,764 | $2,856+101.8% | $3,550+62.4% | $3,203+80.0% |
| Admin fee / account holder | $3,685 | $4,261-13.5% | $5,586-34.0% | $4,296-14.2% |