Filed February 1, 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 | $98,344 | $99,985-1.6% | $146,665-32.9% | $85,850+14.6% |
| Participation rate | 97.8% | 73.1%+24.7pp | 80.1%+17.7pp | 69.3%+28.5pp |
| Annual return | 9.77% | 18.93%-9.2pp | 22.74%-13.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $3,147 | $2,559+23.0% | $4,136-23.9% | $2,565+22.7% |
| Participant deferral / active EE | $7,105 | $4,006+77.4% | $5,506+29.0% | $3,952+79.8% |
| Admin fee / account holder | $74,005 | $7,702+860.8% | $10,280+619.9% | $6,260+1082.2% |