Filed December 2, 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 | $53,281 | $171,865-69.0% | $149,718-64.4% | $147,584-63.9% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 5.27% | 2113.22%-2107.9pp | 1501.63%-1496.4pp | 578.55%-573.3pp |
| Employer contribution / active EE | $4,713 | $6,275-24.9% | $5,445-13.4% | $4,876-3.3% |
| Participant deferral / active EE | $4,010 | $7,271-44.9% | $6,569-39.0% | $5,439-26.3% |
| Admin fee / account holder | $1,917 | $13,799-86.1% | $11,283-83.0% | $10,885-82.4% |