Filed August 8, 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,741 | $105,181-64.1% | $159,436-76.3% | $85,850-56.0% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 11.48% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,347 | $5,945+40.4% | $7,352+13.5% | $3,952+111.2% |
| Admin fee / account holder | $9,157 | $6,933+32.1% | $10,799-15.2% | $6,260+46.3% |