Filed December 1, 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 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 | $64,440 | $94,529-31.8% | $140,016-54.0% | $64,186+0.4% |
| Participation rate | 84.0% | 84.1%-0.1pp | 87.5%-3.5pp | 69.6%+14.4pp |
| Annual return | -7.33% | 7.77%-15.1pp | 651.12%-658.4pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,495 | $3,812-60.8% | $5,606-73.3% | $2,381-37.2% |
| Participant deferral / active EE | $5,081 | $5,250-3.2% | $6,927-26.7% | $3,470+46.4% |
| Admin fee / account holder | $1,547 | $6,741-77.1% | $10,705-85.6% | $4,888-68.4% |