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 | $47,479+84.6% | $62,929+39.2% | $82,448+6.3% |
| Participation rate | 73.6% | 66.9%+6.7pp | 73.1%+0.5pp | 68.1%+5.5pp |
| Annual return | 11.49% | 20.34%-8.9pp | 1063.93%-1052.4pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,528 | $1,885+34.1% | $2,505+0.9% | $2,551-0.9% |
| Participant deferral / active EE | $3,781 | $2,870+31.7% | $3,888-2.8% | $4,139-8.7% |
| Admin fee / account holder | $887 | $3,804-76.7% | $5,065-82.5% | $7,234-87.7% |