Filed December 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,724 | $93,170+133.7% | $100,534+116.6% | $84,808+156.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 12.33% | 47.13%-34.8pp | 32.66%-20.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $10,907 | $3,985+173.7% | $4,346+151.0% | $2,631+314.6% |
| Participant deferral / active EE | $6,235 | $5,699+9.4% | $6,144+1.5% | $4,212+48.0% |
| Admin fee / account holder | $34,285 | $7,382+364.4% | $7,654+347.9% | $7,344+366.9% |