Filed November 12, 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 | $143,774 | $72,177+99.2% | $115,037+25.0% | $59,632+141.1% |
| Participation rate | 94.2% | 72.6%+21.6pp | 81.4%+12.8pp | 68.7%+25.5pp |
| Annual return | 2.80% | 12.02%-9.2pp | 26.14%-23.3pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $3,069 | $2,841+8.0% | $4,608-33.4% | $2,203+39.3% |
| Participant deferral / active EE | $8,797 | $4,783+83.9% | $6,026+46.0% | $3,192+175.6% |
| Admin fee / account holder | $4,068 | $4,927-17.4% | $8,175-50.2% | $4,297-5.3% |