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 | $76,495 | $77,899-1.8% | $149,673-48.9% | $75,163+1.8% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+26.0pp |
| Annual return | 12.36% | 31.72%-19.4pp | 134.42%-122.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $4,407 | $3,137+40.5% | $4,818-8.5% | $2,670+65.1% |
| Participant deferral / active EE | $6,837 | $3,411+100.5% | $5,680+20.4% | $4,125+65.8% |
| Admin fee / account holder | $12,990 | $5,956+118.1% | $13,210-1.7% | $5,651+129.9% |