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 | $147,228 | $76,552+92.3% | $123,892+18.8% | $62,891+134.1% |
| Participation rate | 94.4% | 73.0%+21.4pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 9.30% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,412 | $2,883-16.3% | $4,617-47.8% | $2,281+5.7% |
| Participant deferral / active EE | $9,057 | $4,840+87.1% | $5,984+51.4% | $3,203+182.8% |
| Admin fee / account holder | $16,881 | $4,826+249.8% | $8,357+102.0% | $4,296+293.0% |