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 | $64,224 | $148,978-56.9% | $200,582-68.0% | $84,808-24.3% |
| Participation rate | 91.9% | 84.2%+7.7pp | 86.9%+5.1pp | 68.3%+23.6pp |
| Annual return | 16.78% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,171 | $4,815-54.9% | $6,419-66.2% | $2,631-17.5% |
| Participant deferral / active EE | $3,114 | $7,142-56.4% | $9,331-66.6% | $4,212-26.1% |
| Admin fee / account holder | $3,409 | $13,977-75.6% | $16,305-79.1% | $7,344-53.6% |