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 | $77,507 | $100,041-22.5% | $149,718-48.2% | $70,131+10.5% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 9.09% | 27.43%-18.3pp | 1501.63%-1492.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $2,573 | $3,662-29.7% | $5,445-52.7% | $2,342+9.9% |
| Participant deferral / active EE | $1,307 | $4,983-73.8% | $6,569-80.1% | $3,332-60.8% |
| Admin fee / account holder | $9,704 | $8,286+17.1% | $11,283-14.0% | $4,645+108.9% |