Filed October 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,846 | $94,529-46.2% | $140,016-63.7% | $64,186-20.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 87.5%+8.2pp | 69.6%+26.1pp |
| Annual return | -3.76% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,333 | $3,812-38.8% | $5,606-58.4% | $2,381-2.0% |
| Participant deferral / active EE | $1,993 | $5,250-62.0% | $6,927-71.2% | $3,470-42.6% |
| Admin fee / account holder | $10,086 | $6,741+49.6% | $10,705-5.8% | $4,888+106.3% |