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 | $153,139 | $59,107+159.1% | $86,436+77.2% | $68,494+123.6% |
| Participation rate | 97.8% | 75.2%+22.5pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -16.13% | -0.23%-15.9pp | 4394.89%-4411.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $13,149 | $2,519+422.0% | $3,769+248.9% | $2,596+406.5% |
| Participant deferral / active EE | $5,139 | $5,901-12.9% | $6,952-26.1% | $4,027+27.6% |
| Admin fee / account holder | $29,072 | $5,637+415.8% | $6,731+331.9% | $5,403+438.1% |