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 | $77,558 | $110,094-29.6% | $151,611-48.8% | $68,494+13.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -17.60% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,100 | $4,471-75.4% | $6,166-82.2% | $2,596-57.6% |
| Participant deferral / active EE | $5,360 | $6,527-17.9% | $8,363-35.9% | $4,027+33.1% |
| Admin fee / account holder | $1,552 | $7,719-79.9% | $11,616-86.6% | $5,403-71.3% |