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 | $194,334 | $70,475+175.7% | $100,516+93.3% | $79,858+143.3% |
| Participation rate | 97.6% | 73.7%+24.0pp | 79.4%+18.2pp | 69.6%+28.0pp |
| Annual return | 11.92% | 21.90%-10.0pp | 30.89%-19.0pp | 31.71%-19.8pp |
| Employer contribution / active EE | $13,370 | $2,165+517.7% | $3,418+291.2% | $2,471+441.1% |
| Participant deferral / active EE | $5,658 | $5,181+9.2% | $6,270-9.8% | $3,740+51.3% |
| Admin fee / account holder | $66,222 | $4,478+1378.7% | $8,081+719.5% | $5,306+1148.0% |