Filed June 7, 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.
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 | $76,725 | $90,503-15.2% | $78,689-2.5% | $273,961-72.0% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | -1.16% | 75.60%-76.8pp | 62.18%-63.3pp | 41.45%-42.6pp |
| Employer contribution / active EE | $2,348 | $3,176-26.1% | $2,851-17.6% | $4,869-51.8% |
| Participant deferral / active EE | $7,436 | $3,901+90.6% | $3,517+111.4% | $5,287+40.6% |
| Admin fee / account holder | $65,552 | $5,263+1145.5% | $4,510+1353.4% | $10,132+547.0% |