Filed November 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,011 | $225,748-27.8% | $136,294+19.6% | - |
| Participation rate | 87.9% | 69.2%+18.6pp | 81.9%+6.0pp | - |
| Annual return | 17.04% | 13.52%+3.5pp | 5155.94%-5138.9pp | - |
| Employer contribution / active EE | $2,379 | $3,134-24.1% | $4,695-49.3% | - |
| Participant deferral / active EE | $8,506 | $4,803+77.1% | $6,247+36.2% | - |
| Admin fee / account holder | $4,460 | $10,864-58.9% | $9,243-51.7% | - |