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 | $211,115 | $77,145+173.7% | $108,410+94.7% | $85,850+145.9% |
| Participation rate | 97.6% | 74.7%+22.9pp | 80.1%+17.4pp | 69.3%+28.2pp |
| Annual return | 13.43% | 44.54%-31.1pp | 905.27%-891.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $14,062 | $2,379+491.0% | $3,558+295.2% | $2,565+448.2% |
| Participant deferral / active EE | $5,956 | $5,566+7.0% | $6,563-9.2% | $3,952+50.7% |
| Admin fee / account holder | $5,329 | $5,172+3.0% | $7,295-26.9% | $6,260-14.9% |