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 | $49,055 | $110,094-55.4% | $151,611-67.6% | $68,494-28.4% |
| Participation rate | 90.4% | 84.0%+6.5pp | 87.5%+2.9pp | 67.9%+22.5pp |
| Annual return | -18.60% | -10.12%-8.5pp | 3.33%-21.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,489 | $4,471-22.0% | $6,166-43.4% | $2,596+34.4% |
| Participant deferral / active EE | $4,654 | $6,527-28.7% | $8,363-44.3% | $4,027+15.6% |
| Admin fee / account holder | $5,950 | $7,719-22.9% | $11,616-48.8% | $5,403+10.1% |