Filed October 2, 2013 (most recent of 6 filings on file)
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 | $122,322 | $209,832-41.7% | $189,513-35.5% | $167,490-27.0% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 8.78% | 748.27%-739.5pp | 555.15%-546.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,863 | $6,914-73.1% | $6,162-69.8% | $4,837-61.5% |
| Participant deferral / active EE | $4,272 | $8,935-52.2% | $8,221-48.0% | $6,341-32.6% |
| Admin fee / account holder | $9,449 | $14,293-33.9% | $12,045-21.6% | $12,309-23.2% |