Filed November 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,793 | $86,922-62.3% | $102,438-68.0% | $80,874-59.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.31% | 18.90%-8.6pp | 29.37%-19.1pp | 35.62%-25.3pp |
| Employer contribution / active EE | $2,343 | $2,369-1.1% | $3,024-22.5% | $2,756-15.0% |
| Participant deferral / active EE | $1,628 | $4,119-60.5% | $5,054-67.8% | $4,297-62.1% |
| Admin fee / account holder | $3,661 | $8,050-54.5% | $9,448-61.2% | $6,935-47.2% |