Filed August 7, 2013 (most recent of 4 filings on file)
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 | $111,676 | $68,346+63.4% | $94,646+18.0% | $75,163+48.6% |
| Participation rate | 73.0% | 76.1%-3.1pp | 80.8%-7.9pp | 67.2%+5.8pp |
| Annual return | 12.76% | 616.93%-604.2pp | 156.71%-144.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $475 | $2,701-82.4% | $3,672-87.1% | $2,670-82.2% |
| Participant deferral / active EE | $2,850 | $6,537-56.4% | $7,418-61.6% | $4,125-30.9% |
| Admin fee / account holder | $3,439 | $5,326-35.4% | $7,231-52.4% | $5,651-39.2% |