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 | $83,997 | $80,968+3.7% | $96,544-13.0% | $75,163+11.8% |
| Participation rate | 94.7% | 71.8%+23.0pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 12.60% | 27.06%-14.5pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,659 | $2,282+60.4% | $2,965+23.4% | $2,670+37.1% |
| Participant deferral / active EE | $8,727 | $3,928+122.2% | $4,851+79.9% | $4,125+111.6% |
| Admin fee / account holder | $35,480 | $6,724+427.6% | $8,252+329.9% | $5,651+527.9% |