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.
Employer 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 | $90,259 | $123,793-27.1% | $177,821-49.2% | $79,858+13.0% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 8.69% | 22.82%-14.1pp | 48.32%-39.6pp | 31.71%-23.0pp |
| Employer contribution / active EE | $391 | $4,095-90.4% | $5,918-93.4% | $2,471-84.2% |
| Participant deferral / active EE | $1,372 | $5,956-77.0% | $7,714-82.2% | $3,740-63.3% |
| Admin fee / account holder | $1,917 | $7,243-73.5% | $12,427-84.6% | $5,306-63.9% |