Filed December 25, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,862 | $79,557+147.4% | $118,746+65.8% | $70,131+180.7% |
| Participation rate | 93.8% | 71.4%+22.4pp | 78.3%+15.5pp | 69.5%+24.2pp |
| Annual return | 8.25% | 25.64%-17.4pp | 24.54%-16.3pp | 73.14%-64.9pp |
| Employer contribution / active EE | $970 | $2,861-66.1% | $4,193-76.9% | $2,342-58.6% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,119 | $5,374-42.0% | $10,720-70.9% | $4,645-32.9% |