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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,334 | $57,354+87.1% | $83,848+28.0% | $64,186+67.2% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | 27.44% | 11.38%+16.1pp | 850.88%-823.4pp | 7.63%+19.8pp |
| Employer contribution / active EE | $524 | $2,545-79.4% | $3,631-85.6% | $2,381-78.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,311 | $4,046-67.6% | $5,478-76.1% | $4,888-73.2% |