Filed July 18, 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 | $201,310 | $58,577+243.7% | $83,333+141.6% | $64,186+213.6% |
| Participation rate | 89.6% | 72.0%+17.6pp | 77.8%+11.8pp | 69.6%+20.0pp |
| Annual return | -4.39% | 9.65%-14.0pp | 10.63%-15.0pp | 7.63%-12.0pp |
| Employer contribution / active EE | $12,500 | $2,098+495.7% | $3,379+270.0% | $2,381+425.0% |
| Participant deferral / active EE | $4,324 | $4,654-7.1% | $5,565-22.3% | $3,470+24.6% |
| Admin fee / account holder | $23,783 | $9,275+156.4% | $7,510+216.7% | $4,888+386.6% |