Filed July 18, 2013
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,806 | $63,355+245.4% | $91,989+137.9% | $72,985+199.8% |
| Participation rate | 95.7% | 72.5%+23.2pp | 78.6%+17.1pp | 69.5%+26.3pp |
| Annual return | 17.37% | 35.35%-18.0pp | 69.02%-51.6pp | 81.00%-63.6pp |
| Employer contribution / active EE | $13,067 | $2,116+517.7% | $3,452+278.6% | $2,440+435.6% |
| Participant deferral / active EE | $4,752 | $4,883-2.7% | $5,923-19.8% | $3,607+31.7% |
| Admin fee / account holder | $43,887 | $4,668+840.1% | $7,743+466.8% | $5,124+756.4% |