Filed August 7, 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 | $240,228 | $108,825+120.7% | $156,181+53.8% | $82,448+191.4% |
| Participation rate | 93.0% | 72.4%+20.7pp | 78.8%+14.2pp | 68.1%+25.0pp |
| Annual return | 16.55% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,814 | $2,870+102.6% | $4,294+35.4% | $2,551+127.9% |
| Participant deferral / active EE | $5,146 | $4,577+12.4% | $6,132-16.1% | $4,139+24.3% |
| Admin fee / account holder | $4,943 | $9,341-47.1% | $14,586-66.1% | $7,234-31.7% |