Filed April 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,875 | $140,940+66.6% | $112,229+109.3% | $139,434+68.4% |
| Participation rate | 76.5% | 79.2%-2.7pp | 72.4%+4.0pp | 80.3%-3.8pp |
| Annual return | 15.20% | 32.71%-17.5pp | 30.20%-15.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,604 | $4,283-62.6% | $3,430-53.3% | $4,751-66.2% |
| Participant deferral / active EE | $714 | $5,874-87.9% | $4,798-85.1% | $6,710-89.4% |
| Admin fee / account holder | $7,522 | $9,954-24.4% | $7,748-2.9% | $11,403-34.0% |