Filed August 7, 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 | $107,303 | $67,606+58.7% | $82,313+30.4% | $70,131+53.0% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.9%+15.1pp | 69.5%+22.5pp |
| Annual return | 19.92% | 21.57%-1.6pp | 25.88%-6.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $909 | $1,755-48.2% | $2,428-62.6% | $2,342-61.2% |
| Participant deferral / active EE | $4,153 | $2,987+39.1% | $3,706+12.1% | $3,332+24.7% |
| Admin fee / account holder | $17,118 | $4,512+279.4% | $5,608+205.3% | $4,645+268.5% |