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 | $170,886 | $68,346+150.0% | $94,646+80.6% | $75,163+127.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.57% | 616.93%-599.4pp | 156.71%-139.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $12,845 | $2,701+375.6% | $3,672+249.8% | $2,670+381.1% |
| Participant deferral / active EE | $5,697 | $6,537-12.9% | $7,418-23.2% | $4,125+38.1% |
| Admin fee / account holder | $8,873 | $5,326+66.6% | $7,231+22.7% | $5,651+57.0% |