Filed August 9, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,174 | $53,127-77.1% | $86,590-85.9% | $70,131-82.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 26.42% | 27.66%-1.2pp | 964.84%-938.4pp | 73.14%-46.7pp |
| Employer contribution / active EE | $636 | $2,068-69.3% | $2,839-77.6% | $2,342-72.9% |
| Participant deferral / active EE | $1,348 | $2,696-50.0% | $3,609-62.6% | $3,332-59.5% |
| Admin fee / account holder | $429 | $3,585-88.0% | $4,906-91.3% | $4,645-90.8% |