Filed November 20, 2013 (most recent of 2 filings on file)
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 | $62,856 | $82,032-23.4% | $123,104-48.9% | $59,632+5.4% |
| Participation rate | 96.5% | 83.2%+13.3pp | 86.8%+9.7pp | 68.7%+27.8pp |
| Annual return | -2.24% | 5.12%-7.4pp | 13.22%-15.5pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $5,180 | $3,297+57.1% | $5,151+0.6% | $2,203+135.2% |
| Participant deferral / active EE | $9,940 | $4,667+113.0% | $6,230+59.6% | $3,192+211.4% |
| Admin fee / account holder | $7,288 | $5,881+23.9% | $9,015-19.2% | $4,297+69.6% |