Filed May 15, 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 9-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 | $22,273 | $51,708-56.9% | $106,619-79.1% | $62,891-64.6% |
| Participation rate | 83.8% | 66.9%+16.9pp | 78.0%+5.8pp | 69.3%+14.5pp |
| Annual return | -3.32% | 4.69%-8.0pp | 9.42%-12.7pp | 20.14%-23.5pp |
| Employer contribution / active EE | $708 | $1,764-59.9% | $3,947-82.1% | $2,281-69.0% |
| Participant deferral / active EE | $1,615 | $2,315-30.2% | $3,930-58.9% | $3,203-49.6% |
| Admin fee / account holder | $766 | $3,349-77.1% | $6,418-88.1% | $4,296-82.2% |