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.
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 | $59,900 | $109,359-45.2% | $162,163-63.1% | $72,985-17.9% |
| Participation rate | 84.2% | 84.3%0pp | 87.6%-3.3pp | 69.5%+14.7pp |
| Annual return | 27.85% | 25.46%+2.4pp | 115.59%-87.7pp | 81.00%-53.2pp |
| Employer contribution / active EE | $1,131 | $3,907-71.1% | $5,614-79.9% | $2,440-53.7% |
| Participant deferral / active EE | $4,555 | $5,481-16.9% | $7,298-37.6% | $3,607+26.3% |
| Admin fee / account holder | $798 | $7,972-90.0% | $10,843-92.6% | $5,124-84.4% |