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 | $84,472 | $100,041-15.6% | $149,718-43.6% | $70,131+20.4% |
| Participation rate | 81.7% | 83.6%-1.9pp | 87.1%-5.4pp | 69.5%+12.1pp |
| Annual return | 10.15% | 27.43%-17.3pp | 1501.63%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,944 | $3,662-46.9% | $5,445-64.3% | $2,342-17.0% |
| Participant deferral / active EE | $3,379 | $4,983-32.2% | $6,569-48.6% | $3,332+1.4% |
| Admin fee / account holder | $2,054 | $8,286-75.2% | $11,283-81.8% | $4,645-55.8% |