Filed July 24, 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,952 | $168,632-86.4% | $147,614-84.5% | $125,391-81.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.44% | 77.65%-87.1pp | 61.98%-71.4pp | 282.22%-291.7pp |
| Employer contribution / active EE | $3,209 | $6,252-48.7% | $5,564-42.3% | $4,866-34.1% |
| Participant deferral / active EE | $3,056 | $5,507-44.5% | $4,895-37.6% | $5,352-42.9% |
| Admin fee / account holder | $391 | $13,580-97.1% | $11,611-96.6% | $9,540-95.9% |