Filed March 12, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,176 | $137,414-61.3% | $189,513-71.9% | $85,850-38.1% |
| Participation rate | 89.4% | 84.6%+4.7pp | 87.8%+1.6pp | 69.3%+20.0pp |
| Annual return | 10.20% | 38.14%-27.9pp | 555.15%-544.9pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,673 | $4,344-61.5% | $6,162-72.8% | $2,565-34.8% |
| Participant deferral / active EE | $2,601 | $6,260-58.4% | $8,221-68.4% | $3,952-34.2% |
| Admin fee / account holder | $4,600 | $8,630-46.7% | $12,045-61.8% | $6,260-26.5% |