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 | $44,990 | $110,094-59.1% | $151,611-70.3% | $68,494-34.3% |
| Participation rate | 82.8% | 84.0%-1.2pp | 87.5%-4.7pp | 67.9%+14.9pp |
| Annual return | -16.04% | -10.12%-5.9pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,762 | $4,471-60.6% | $6,166-71.4% | $2,596-32.1% |
| Participant deferral / active EE | $2,414 | $6,527-63.0% | $8,363-71.1% | $4,027-40.1% |
| Admin fee / account holder | $7,408 | $7,719-4.0% | $11,616-36.2% | $5,403+37.1% |