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.
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 | $77,417 | $137,414-43.7% | $189,513-59.1% | $85,850-9.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 8.78% | 38.14%-29.4pp | 555.15%-546.4pp | 318.53%-309.8pp |
| Employer contribution / active EE | $3,678 | $4,344-15.3% | $6,162-40.3% | $2,565+43.4% |
| Participant deferral / active EE | $4,176 | $6,260-33.3% | $8,221-49.2% | $3,952+5.7% |
| Admin fee / account holder | $3,328 | $8,630-61.4% | $12,045-72.4% | $6,260-46.8% |