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.
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 | $39,548 | $72,177-45.2% | $115,037-65.6% | $59,632-33.7% |
| Participation rate | 98.8% | 72.6%+26.2pp | 81.4%+17.4pp | 68.7%+30.1pp |
| Annual return | 3.56% | 12.02%-8.5pp | 26.14%-22.6pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $7,195 | $2,841+153.2% | $4,608+56.2% | $2,203+226.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,593 | $4,927-67.7% | $8,175-80.5% | $4,297-62.9% |