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 | $93,431 | $125,758-25.7% | $169,993-45.0% | $75,163+24.3% |
| Participation rate | 73.2% | 83.6%-10.4pp | 87.0%-13.8pp | 67.2%+6.0pp |
| Annual return | 18.21% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,403 | $4,615-69.6% | $6,785-79.3% | $2,670-47.5% |
| Participant deferral / active EE | $6,095 | $6,837-10.9% | $10,408-41.4% | $4,125+47.7% |
| Admin fee / account holder | $11,853 | $8,173+45.0% | $12,815-7.5% | $5,651+109.8% |