Filed April 4, 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 | $84,958 | $87,841-3.3% | $133,980-36.6% | $62,891+35.1% |
| Participation rate | 80.6% | 83.4%-2.7pp | 87.1%-6.4pp | 69.3%+11.3pp |
| Annual return | 4.10% | 12.05%-8.0pp | 29.30%-25.2pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,823 | $3,483-47.7% | $5,211-65.0% | $2,281-20.1% |
| Participant deferral / active EE | $3,069 | $4,812-36.2% | $6,282-51.1% | $3,203-4.2% |
| Admin fee / account holder | $4,401 | $5,371-18.1% | $9,324-52.8% | $4,296+2.4% |