Filed May 29, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,308 | $109,359-59.5% | $162,163-72.7% | $72,985-39.3% |
| Participation rate | 70.7% | 84.3%-13.6pp | 87.6%-16.9pp | 69.5%+1.2pp |
| Annual return | 22.42% | 25.46%-3.0pp | 115.59%-93.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,339 | $3,907-65.7% | $5,614-76.1% | $2,440-45.1% |
| Participant deferral / active EE | $1,985 | $5,481-63.8% | $7,298-72.8% | $3,607-45.0% |
| Admin fee / account holder | $3,093 | $7,972-61.2% | $10,843-71.5% | $5,124-39.6% |