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 | $55,530 | $123,793-55.1% | $177,821-68.8% | $79,858-30.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.81% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,548 | $4,095-37.8% | $5,918-57.0% | $2,471+3.1% |
| Participant deferral / active EE | $2,397 | $5,956-59.8% | $7,714-68.9% | $3,740-35.9% |
| Admin fee / account holder | $5,102 | $7,243-29.6% | $12,427-58.9% | $5,306-3.8% |