Filed July 31, 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 9-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 | $77,737 | $57,281+35.7% | $86,612-10.2% | $75,163+3.4% |
| Participation rate | 84.1% | 63.2%+20.9pp | 71.7%+12.4pp | 67.2%+16.9pp |
| Annual return | 12.87% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,408 | $2,314+4.0% | $3,022-20.3% | $2,670-9.8% |
| Participant deferral / active EE | $7,973 | $3,318+140.3% | $4,438+79.7% | $4,125+93.3% |
| Admin fee / account holder | $8,773 | $4,112+113.4% | $5,614+56.3% | $5,651+55.2% |