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 | $214,059 | $77,503+176.2% | $100,391+113.2% | $80,856+164.7% |
| Participation rate | 97.9% | 76.9%+21.0pp | 81.5%+16.4pp | 67.6%+30.3pp |
| Annual return | 14.48% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $14,416 | $2,801+414.7% | $3,942+265.7% | $2,755+423.3% |
| Participant deferral / active EE | $5,871 | $6,820-13.9% | $8,082-27.4% | $4,296+36.7% |
| Admin fee / account holder | $7,928 | $5,897+34.4% | $7,899+0.4% | $6,918+14.6% |