Filed September 30, 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 | $72,055 | $102,317-29.6% | $146,958-51.0% | $80,856-10.9% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 14.94% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,514 | $3,713+48.5% | $4,933+11.8% | $2,755+100.1% |
| Participant deferral / active EE | $3,090 | $6,644-53.5% | $8,070-61.7% | $4,296-28.1% |
| Admin fee / account holder | $16,603 | $7,941+109.1% | $12,998+27.7% | $6,918+140.0% |