Filed May 15, 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 9-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 | $247,780 | $64,707+282.9% | $112,228+120.8% | $68,494+261.8% |
| Participation rate | 82.9% | 67.2%+15.7pp | 75.1%+7.8pp | 67.9%+15.0pp |
| Annual return | -20.97% | -11.40%-9.6pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,473 | $2,746-9.9% | $3,635-32.0% | $2,596-4.8% |
| Participant deferral / active EE | $5,950 | $3,565+66.9% | $4,728+25.8% | $4,027+47.7% |
| Admin fee / account holder | $880 | $5,232-83.2% | $6,410-86.3% | $5,403-83.7% |