Filed February 2, 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 9-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 | $79,378 | $91,190-13.0% | $178,490-55.5% | $79,858-0.6% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.8pp | 69.6%+27.1pp |
| Annual return | 9.04% | 24.19%-15.1pp | 151.07%-142.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,787 | $3,256+16.3% | $5,011-24.4% | $2,471+53.3% |
| Participant deferral / active EE | $6,301 | $3,236+94.7% | $5,202+21.1% | $3,740+68.5% |
| Admin fee / account holder | $14,344 | $6,751+112.5% | $13,984+2.6% | $5,306+170.3% |