Filed August 28, 2013 (most recent of 2 filings on file)
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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,651 | $123,793-60.7% | $177,821-72.6% | $79,858-39.1% |
| Participation rate | 92.6% | 84.7%+7.9pp | 87.7%+4.9pp | 69.6%+23.0pp |
| Annual return | 9.73% | 22.82%-13.1pp | 48.32%-38.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $912 | $4,095-77.7% | $5,918-84.6% | $2,471-63.1% |
| Participant deferral / active EE | $2,168 | $5,956-63.6% | $7,714-71.9% | $3,740-42.0% |
| Admin fee / account holder | $2,490 | $7,243-65.6% | $12,427-80.0% | $5,306-53.1% |