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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,625 | $123,793+14.4% | $177,821-20.4% | $79,858+77.3% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 11.37% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $4,745 | $4,095+15.9% | $5,918-19.8% | $2,471+92.0% |
| Participant deferral / active EE | $2,693 | $5,956-54.8% | $7,714-65.1% | $3,740-28.0% |
| Admin fee / account holder | $2,807 | $7,243-61.2% | $12,427-77.4% | $5,306-47.1% |