Filed January 25, 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 | $114,941 | $135,952-15.5% | $123,892-7.2% | $273,961-58.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.45% | 56.63%-60.1pp | 47.52%-51.0pp | 41.45%-44.9pp |
| Employer contribution / active EE | $4,143 | $5,170-19.9% | $4,617-10.3% | $4,869-14.9% |
| Participant deferral / active EE | $2,087 | $6,343-67.1% | $5,984-65.1% | $5,287-60.5% |
| Admin fee / account holder | $3,410 | $9,817-65.3% | $8,357-59.2% | $10,132-66.3% |