Filed November 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.
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 | $87,625 | $48,795+79.6% | $65,493+33.8% | $84,808+3.3% |
| Participation rate | 73.6% | 67.0%+6.6pp | 73.1%+0.5pp | 68.3%+5.3pp |
| Annual return | 11.49% | 20.20%-8.7pp | 982.45%-971.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,528 | $1,930+31.0% | $2,574-1.8% | $2,631-3.9% |
| Participant deferral / active EE | $3,781 | $2,928+29.1% | $3,961-4.5% | $4,212-10.2% |
| Admin fee / account holder | $887 | $3,877-77.1% | $5,028-82.4% | $7,344-87.9% |