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.
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 | $118,132 | $138,347-14.6% | $184,203-35.9% | $80,856+46.1% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 6.01% | 20.02%-14.0pp | 28.81%-22.8pp | 35.59%-29.6pp |
| Employer contribution / active EE | $3,894 | $4,850-19.7% | $6,427-39.4% | $2,755+41.3% |
| Participant deferral / active EE | $3,363 | $7,071-52.4% | $9,131-63.2% | $4,296-21.7% |
| Admin fee / account holder | $6,925 | $10,483-33.9% | $13,901-50.2% | $6,918+0.1% |