Filed December 16, 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 | $181,254 | $57,281+216.4% | $86,612+109.3% | $75,163+141.1% |
| Participation rate | 82.9% | 63.2%+19.7pp | 71.7%+11.2pp | 67.2%+15.7pp |
| Annual return | 16.28% | 2670.75%-2654.5pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,896 | $2,314+68.3% | $3,022+28.9% | $2,670+45.9% |
| Participant deferral / active EE | $8,783 | $3,318+164.7% | $4,438+97.9% | $4,125+112.9% |
| Admin fee / account holder | $30,341 | $4,112+637.9% | $5,614+440.4% | $5,651+436.9% |