Filed October 15, 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 | $72,955 | $63,346+15.2% | $92,233-20.9% | $70,131+4.0% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 11.01% | 530.12%-519.1pp | 176.28%-165.3pp | 73.14%-62.1pp |
| Employer contribution / active EE | $6,388 | $2,471+158.5% | $3,679+73.6% | $2,342+172.7% |
| Participant deferral / active EE | $1,290 | $2,854-54.8% | $3,897-66.9% | $3,332-61.3% |
| Admin fee / account holder | $24,610 | $3,840+540.9% | $5,194+373.9% | $4,645+429.8% |