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 | $53,516-71.7% | $126,539-88.0% | $84,808-82.1% |
| Participation rate | 82.6% | 58.2%+24.4pp | 69.8%+12.8pp | 68.3%+14.3pp |
| Annual return | 12.19% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $783 | $1,535-49.0% | $3,674-78.7% | $2,631-70.3% |
| Participant deferral / active EE | $3,029 | $2,671+13.4% | $4,083-25.8% | $4,212-28.1% |
| Admin fee / account holder | $1,661 | $4,497-63.1% | $6,065-72.6% | $7,344-77.4% |