Filed July 9, 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 | $100,944 | $49,280+104.8% | $67,313+50.0% | $64,186+57.3% |
| Participation rate | 96.6% | 60.8%+35.8pp | 69.1%+27.5pp | 69.6%+27.0pp |
| Annual return | -11.73% | -1.39%-10.3pp | -4.08%-7.7pp | 7.63%-19.4pp |
| Employer contribution / active EE | $13,027 | $1,668+680.8% | $2,566+407.7% | $2,381+447.2% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,306 | $3,863+11.5% | $4,507-4.5% | $4,888-11.9% |