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.
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 | $68,598 | $138,347-50.4% | $184,203-62.8% | $80,856-15.2% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,424 | $4,850-29.4% | $6,427-46.7% | $2,755+24.3% |
| Participant deferral / active EE | $2,796 | $7,071-60.5% | $9,131-69.4% | $4,296-34.9% |
| Admin fee / account holder | $1,023 | $10,483-90.2% | $13,901-92.6% | $6,918-85.2% |