Filed June 26, 2013 (most recent of 2 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 | $63,160 | $90,503-30.2% | $78,689-19.7% | $273,961-76.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.07% | 75.60%-75.5pp | 62.18%-62.1pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,962 | $3,176-38.2% | $2,851-31.2% | $4,869-59.7% |
| Participant deferral / active EE | $2,306 | $3,901-40.9% | $3,517-34.4% | $5,287-56.4% |
| Admin fee / account holder | $7,230 | $5,263+37.4% | $4,510+60.3% | $10,132-28.6% |