Filed August 6, 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 | $55,343 | $125,758-56.0% | $169,993-67.4% | $75,163-26.4% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 11.49% | 27.20%-15.7pp | 53.37%-41.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,343 | $4,615-49.2% | $6,785-65.5% | $2,670-12.2% |
| Participant deferral / active EE | $2,995 | $6,837-56.2% | $10,408-71.2% | $4,125-27.4% |
| Admin fee / account holder | $30,951 | $8,173+278.7% | $12,815+141.5% | $5,651+447.7% |