Filed September 20, 2013 (most recent of 2 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,388 | $77,899-85.4% | $149,673-92.4% | $75,163-84.8% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 12.93% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,467 | $3,137-53.2% | $4,818-69.5% | $2,670-45.1% |
| Participant deferral / active EE | $507 | $3,411-85.1% | $5,680-91.1% | $4,125-87.7% |
| Admin fee / account holder | $7,666 | $5,956+28.7% | $13,210-42.0% | $5,651+35.7% |