Filed November 3, 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 | $13,403 | $77,634-82.7% | $156,549-91.4% | $62,891-78.7% |
| Participation rate | 97.8% | 71.2%+26.6pp | 84.0%+13.8pp | 69.3%+28.5pp |
| Annual return | 7.68% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,218 | $3,444-64.6% | $5,501-77.9% | $2,281-46.6% |
| Participant deferral / active EE | $2,230 | $3,045-26.8% | $4,871-54.2% | $3,203-30.4% |
| Admin fee / account holder | $1,024 | $5,561-81.6% | $13,027-92.1% | $4,296-76.2% |