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 | $134,430 | $185,822-27.7% | $169,993-20.9% | $139,434-3.6% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 9.78% | 60.50%-50.7pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,632 | $7,590-78.5% | $6,785-75.9% | $4,751-65.6% |
| Participant deferral / active EE | $4,024 | $11,622-65.4% | $10,408-61.3% | $6,710-40.0% |
| Admin fee / account holder | $5,216 | $15,381-66.1% | $12,815-59.3% | $11,403-54.3% |