Filed December 23, 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 | $213,714 | $88,370+141.8% | $112,977+89.2% | $79,858+167.6% |
| Participation rate | 98.7% | 76.8%+21.9pp | 82.6%+16.2pp | 69.6%+29.1pp |
| Annual return | 15.40% | 23.16%-7.8pp | 24.24%-8.8pp | 31.71%-16.3pp |
| Employer contribution / active EE | $8,472 | $3,398+149.3% | $4,255+99.1% | $2,471+242.9% |
| Participant deferral / active EE | $4,528 | $4,536-0.2% | $5,836-22.4% | $3,740+21.1% |
| Admin fee / account holder | $16,834 | $5,750+192.8% | $6,294+167.5% | $5,306+217.2% |