Filed April 29, 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 5-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 | $42,048 | $48,076-12.5% | $78,689-46.6% | $62,891-33.1% |
| Participation rate | 94.5% | 65.2%+29.3pp | 73.6%+21.0pp | 69.3%+25.2pp |
| Annual return | -0.83% | 31.35%-32.2pp | 62.18%-63.0pp | 20.14%-21.0pp |
| Employer contribution / active EE | $5,785 | $2,015+187.1% | $2,851+102.9% | $2,281+153.6% |
| Participant deferral / active EE | $6,153 | $2,588+137.8% | $3,517+75.0% | $3,203+92.1% |
| Admin fee / account holder | $2,159 | $3,207-32.7% | $4,510-52.1% | $4,296-49.7% |