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 | $50,766 | $138,347-63.3% | $184,203-72.4% | $80,856-37.2% |
| Participation rate | 90.2% | 83.9%+6.3pp | 86.8%+3.3pp | 67.6%+22.5pp |
| Annual return | 12.20% | 20.02%-7.8pp | 28.81%-16.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,063 | $4,850-57.5% | $6,427-67.9% | $2,755-25.1% |
| Participant deferral / active EE | $2,931 | $7,071-58.5% | $9,131-67.9% | $4,296-31.8% |
| Admin fee / account holder | $3,243 | $10,483-69.1% | $13,901-76.7% | $6,918-53.1% |