Filed September 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,341 | $69,977+32.0% | $108,579-15.0% | $62,891+46.8% |
| Participation rate | 90.6% | 72.9%+17.7pp | 79.6%+11.1pp | 69.3%+21.3pp |
| Annual return | 4.74% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $919 | $2,135-57.0% | $3,758-75.6% | $2,281-59.7% |
| Participant deferral / active EE | $5,369 | $3,165+69.6% | $4,311+24.5% | $3,203+67.6% |
| Admin fee / account holder | $24,402 | $5,076+380.7% | $7,645+219.2% | $4,296+468.1% |