Filed March 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,180 | $94,529+20.8% | $140,016-18.5% | $64,186+77.9% |
| Participation rate | 86.8% | 84.1%+2.8pp | 87.5%-0.7pp | 69.6%+17.3pp |
| Annual return | -7.79% | 7.77%-15.6pp | 651.12%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,852 | $3,812-25.2% | $5,606-49.1% | $2,381+19.8% |
| Participant deferral / active EE | $1,846 | $5,250-64.8% | $6,927-73.4% | $3,470-46.8% |
| Admin fee / account holder | $50,740 | $6,741+652.7% | $10,705+374.0% | $4,888+938.1% |