Filed November 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 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.
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 | $15,154 | $52,353-71.1% | $120,225-87.4% | $82,448-81.6% |
| Participation rate | 82.6% | 58.3%+24.3pp | 69.6%+13.0pp | 68.1%+14.5pp |
| Annual return | 12.19% | 61.85%-49.7pp | 439.23%-427.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $783 | $1,510-48.2% | $3,475-77.5% | $2,551-69.3% |
| Participant deferral / active EE | $3,029 | $2,627+15.3% | $3,999-24.3% | $4,139-26.8% |
| Admin fee / account holder | $1,661 | $4,363-61.9% | $5,696-70.8% | $7,234-77.0% |