Filed November 27, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,894 | $64,909-33.9% | $82,313-47.9% | $62,292-31.1% |
| Participation rate | 78.4% | 74.9%+3.6pp | 76.9%+1.5pp | 69.5%+8.9pp |
| Annual return | 13.73% | 21.18%-7.5pp | 25.88%-12.1pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,974 | $3,103-4.2% | $3,706-19.7% | $3,169-6.1% |
| Admin fee / account holder | $6,095 | $440+1286.5% | $5,608+8.7% | $479+1171.5% |