Filed November 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 | $147,530 | $96,128+53.5% | $136,007+8.5% | $80,856+82.5% |
| Participation rate | 94.1% | 71.2%+22.9pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 14.96% | 28.71%-13.7pp | 579.32%-564.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,814 | $3,351+13.8% | $4,217-9.5% | $2,755+38.5% |
| Participant deferral / active EE | $5,948 | $5,709+4.2% | $7,025-15.3% | $4,296+38.5% |
| Admin fee / account holder | $6,485 | $8,236-21.3% | $6,858-5.4% | $6,918-6.3% |