Filed November 15, 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.
Employer 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 | $17,787 | $47,848-62.8% | $81,478-78.2% | $70,131-74.6% |
| Participation rate | 77.6% | 58.3%+19.3pp | 68.0%+9.6pp | 69.5%+8.0pp |
| Annual return | 12.51% | 27.25%-14.7pp | 38.78%-26.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,423 | $2,453-42.0% | $3,537-59.8% | $3,332-57.3% |
| Admin fee / account holder | $4,426 | $3,145+40.7% | $4,561-3.0% | $4,645-4.7% |