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 | $112,832 | $80,673+39.9% | $101,326+11.4% | $84,808+33.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 11.07% | 38.95%-27.9pp | 36.82%-25.7pp | 40.90%-29.8pp |
| Employer contribution / active EE | $624 | $2,698-76.9% | $3,665-83.0% | $2,631-76.3% |
| Participant deferral / active EE | $3,567 | $6,840-47.9% | $7,994-55.4% | $4,212-15.3% |
| Admin fee / account holder | $54,636 | $12,784+327.4% | $11,185+388.5% | $7,344+644.0% |