Filed August 29, 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 | $94,366 | $94,529-0.2% | $140,016-32.6% | $64,186+47.0% |
| Participation rate | 92.9% | 84.1%+8.8pp | 87.5%+5.4pp | 69.6%+23.3pp |
| Annual return | -4.76% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,457 | $3,812+16.9% | $5,606-20.5% | $2,381+87.2% |
| Participant deferral / active EE | $2,833 | $5,250-46.0% | $6,927-59.1% | $3,470-18.3% |
| Admin fee / account holder | $1,418 | $6,741-79.0% | $10,705-86.8% | $4,888-71.0% |