Filed September 30, 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 | $71,260 | $93,571-23.8% | $135,903-47.6% | $75,163-5.2% |
| Participation rate | 92.9% | 75.2%+17.8pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 15.98% | 30.90%-14.9pp | 68.23%-52.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,314 | $3,537+22.0% | $4,856-11.2% | $2,670+61.6% |
| Participant deferral / active EE | $2,177 | $6,404-66.0% | $7,758-71.9% | $4,125-47.2% |
| Admin fee / account holder | $8,867 | $6,975+27.1% | $10,762-17.6% | $5,651+56.9% |