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.
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 | $42,383 | $43,075-1.6% | $74,583-43.2% | $62,891-32.6% |
| Participation rate | 74.5% | 58.1%+16.5pp | 68.1%+6.4pp | 69.3%+5.2pp |
| Annual return | -7.91% | 17.50%-25.4pp | 20.47%-28.4pp | 20.14%-28.0pp |
| Employer contribution / active EE | $572 | $1,498-61.8% | $2,525-77.3% | $2,281-74.9% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $438 | $2,840-84.6% | $4,138-89.4% | $4,296-89.8% |