Filed August 7, 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.
Participant 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 | $43,499 | $94,529-54.0% | $140,016-68.9% | $64,186-32.2% |
| Participation rate | 84.0% | 84.1%-0.1pp | 87.5%-3.5pp | 69.6%+14.4pp |
| Annual return | -0.41% | 7.77%-8.2pp | 651.12%-651.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,589 | $3,812-58.3% | $5,606-71.6% | $2,381-33.2% |
| Participant deferral / active EE | $1,904 | $5,250-63.7% | $6,927-72.5% | $3,470-45.1% |
| Admin fee / account holder | $1,026 | $6,741-84.8% | $10,705-90.4% | $4,888-79.0% |