Filed October 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,098 | $87,841-17.9% | $133,980-46.2% | $62,891+14.6% |
| Participation rate | 97.0% | 83.4%+13.6pp | 87.1%+9.9pp | 69.3%+27.7pp |
| Annual return | 4.17% | 12.05%-7.9pp | 29.30%-25.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,739 | $3,483-50.1% | $5,211-66.6% | $2,281-23.7% |
| Participant deferral / active EE | $1,288 | $4,812-73.2% | $6,282-79.5% | $3,203-59.8% |
| Admin fee / account holder | $4,219 | $5,371-21.5% | $9,324-54.8% | $4,296-1.8% |