Filed August 29, 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 | $117,438 | $109,359+7.4% | $162,163-27.6% | $72,985+60.9% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 17.39% | 25.46%-8.1pp | 115.59%-98.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $4,740 | $3,907+21.3% | $5,614-15.6% | $2,440+94.3% |
| Participant deferral / active EE | $2,764 | $5,481-49.6% | $7,298-62.1% | $3,607-23.4% |
| Admin fee / account holder | $2,933 | $7,972-63.2% | $10,843-72.9% | $5,124-42.8% |