Filed June 26, 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 5-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.
Employer 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 | $52,873 | $73,933-28.5% | $96,683-45.3% | $75,163-29.7% |
| Participation rate | 76.5% | 66.4%+10.0pp | 74.3%+2.1pp | 67.2%+9.3pp |
| Annual return | 13.33% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $558 | $2,928-80.9% | $3,737-85.1% | $2,670-79.1% |
| Participant deferral / active EE | $4,628 | $3,659+26.5% | $4,878-5.1% | $4,125+12.2% |
| Admin fee / account holder | $2,582 | $5,216-50.5% | $6,730-61.6% | $5,651-54.3% |