Filed January 12, 2013 (most recent of 3 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 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 | $173,209 | $115,882+49.5% | $100,516+72.3% | $158,922+9.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | -4.16% | 34.79%-38.9pp | 30.89%-35.0pp | 302.83%-307.0pp |
| Employer contribution / active EE | $2,851 | $4,103-30.5% | $3,418-16.6% | $4,761-40.1% |
| Participant deferral / active EE | $5,072 | $6,674-24.0% | $6,270-19.1% | $5,982-15.2% |
| Admin fee / account holder | $524 | $10,995-95.2% | $8,081-93.5% | $11,246-95.3% |