Filed December 3, 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.
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 | $102,527 | $45,035+127.7% | $62,995+62.8% | $70,131+46.2% |
| Participation rate | 73.2% | 69.5%+3.6pp | 74.8%-1.6pp | 69.5%+3.6pp |
| Annual return | 15.38% | 18.76%-3.4pp | 87.57%-72.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,196 | $2,465+151.4% | $3,329+86.1% | $3,332+86.0% |
| Admin fee / account holder | $23,658 | $2,834+734.7% | $3,600+557.2% | $4,645+409.3% |