Filed November 12, 2013 (most recent of 5 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 | $202,576 | $177,572+14.1% | $154,803+30.9% | $142,382+42.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.88% | 65.07%-60.2pp | 58.88%-54.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $5,549 | $4,810+15.3% | $4,305+28.9% | $4,299+29.1% |
| Participant deferral / active EE | $8,470 | $6,272+35.0% | $5,540+52.9% | $6,507+30.2% |
| Admin fee / account holder | $12,466 | $16,786-25.7% | $14,329-13.0% | $12,624-1.3% |