Filed October 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 | $158,708 | $92,703+71.2% | $82,719+91.9% | $134,475+18.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.76% | 944.92%-964.7pp | 701.18%-720.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,305 | $3,274+31.5% | $3,009+43.1% | $4,740-9.2% |
| Participant deferral / active EE | $7,293 | $4,802+51.9% | $4,395+65.9% | $6,400+14.0% |
| Admin fee / account holder | $536 | $5,983-91.0% | $5,329-89.9% | $11,426-95.3% |