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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,560 | $48,265+191.2% | $68,791+104.3% | $68,494+105.2% |
| Participation rate | 96.4% | 60.7%+35.8pp | 69.0%+27.4pp | 67.9%+28.5pp |
| Annual return | 14.01% | -12.71%+26.7pp | -6.38%+20.4pp | -7.84%+21.9pp |
| Employer contribution / active EE | $6,159 | $1,829+236.8% | $2,655+131.9% | $2,596+137.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,004 | $4,355+106.7% | $4,932+82.6% | $5,403+66.7% |