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 | $69,036 | $110,094-37.3% | $151,611-54.5% | $68,494+0.8% |
| Participation rate | 89.8% | 84.0%+5.8pp | 87.5%+2.3pp | 67.9%+21.9pp |
| Annual return | -0.78% | -10.12%+9.3pp | 3.33%-4.1pp | -7.84%+7.1pp |
| Employer contribution / active EE | $2,647 | $4,471-40.8% | $6,166-57.1% | $2,596+2.0% |
| Participant deferral / active EE | $2,964 | $6,527-54.6% | $8,363-64.6% | $4,027-26.4% |
| Admin fee / account holder | $2,410 | $7,719-68.8% | $11,616-79.3% | $5,403-55.4% |