Filed February 2, 2013 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,645 | $110,094-5.9% | $151,611-31.6% | $68,494+51.3% |
| Participation rate | 71.9% | 84.0%-12.1pp | 87.5%-15.6pp | 67.9%+4.0pp |
| Annual return | -22.32% | -10.12%-12.2pp | 3.33%-25.6pp | -7.84%-14.5pp |
| Employer contribution / active EE | $4,093 | $4,471-8.5% | $6,166-33.6% | $2,596+57.6% |
| Participant deferral / active EE | $3,930 | $6,527-39.8% | $8,363-53.0% | $4,027-2.4% |
| Admin fee / account holder | $1,171 | $7,719-84.8% | $11,616-89.9% | $5,403-78.3% |