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 | $81,961 | $58,208+40.8% | $81,812+0.2% | $80,856+1.4% |
| Participation rate | 92.2% | 63.4%+28.8pp | 72.3%+19.9pp | 67.6%+24.6pp |
| Annual return | 10.67% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,510 | $2,340+7.3% | $2,912-13.8% | $2,755-8.9% |
| Participant deferral / active EE | $8,774 | $3,281+167.4% | $4,319+103.2% | $4,296+104.2% |
| Admin fee / account holder | $3,843 | $4,981-22.9% | $7,386-48.0% | $6,918-44.5% |