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 | $59,182 | $137,414-56.9% | $189,513-68.8% | $85,850-31.1% |
| Participation rate | 77.2% | 84.6%-7.4pp | 87.8%-10.6pp | 69.3%+7.9pp |
| Annual return | 13.18% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,703 | $4,344-60.8% | $6,162-72.4% | $2,565-33.6% |
| Participant deferral / active EE | $2,432 | $6,260-61.1% | $8,221-70.4% | $3,952-38.5% |
| Admin fee / account holder | $752 | $8,630-91.3% | $12,045-93.8% | $6,260-88.0% |