Filed March 13, 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.
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 | $167,186 | $123,793+35.1% | $177,821-6.0% | $79,858+109.4% |
| Participation rate | 95.2% | 84.7%+10.5pp | 87.7%+7.4pp | 69.6%+25.5pp |
| Annual return | 10.58% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,253 | $4,095-20.6% | $5,918-45.0% | $2,471+31.7% |
| Participant deferral / active EE | $4,845 | $5,956-18.7% | $7,714-37.2% | $3,740+29.5% |
| Admin fee / account holder | $2,369 | $7,243-67.3% | $12,427-80.9% | $5,306-55.4% |