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 | $84,594 | $125,758-32.7% | $169,993-50.2% | $75,163+12.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.62% | 27.20%-16.6pp | 53.37%-42.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $3,721 | $4,615-19.4% | $6,785-45.2% | $2,670+39.4% |
| Participant deferral / active EE | $4,192 | $6,837-38.7% | $10,408-59.7% | $4,125+1.6% |
| Admin fee / account holder | $8,309 | $8,173+1.7% | $12,815-35.2% | $5,651+47.0% |