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 | $89,722 | $138,347-35.1% | $184,203-51.3% | $80,856+11.0% |
| Participation rate | 89.6% | 83.9%+5.7pp | 86.8%+2.8pp | 67.6%+21.9pp |
| Annual return | 8.65% | 20.02%-11.4pp | 28.81%-20.2pp | 35.59%-26.9pp |
| Employer contribution / active EE | $3,178 | $4,850-34.5% | $6,427-50.6% | $2,755+15.4% |
| Participant deferral / active EE | $3,647 | $7,071-48.4% | $9,131-60.1% | $4,296-15.1% |
| Admin fee / account holder | $3,592 | $10,483-65.7% | $13,901-74.2% | $6,918-48.1% |