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 | $96,314 | $86,929+10.8% | $102,423-6.0% | $80,856+19.1% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 9.87% | 18.88%-9.0pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,234 | $2,369+36.5% | $3,023+7.0% | $2,755+17.4% |
| Participant deferral / active EE | $9,032 | $4,118+119.3% | $5,053+78.7% | $4,296+110.2% |
| Admin fee / account holder | $12,562 | $8,049+56.1% | $9,451+32.9% | $6,918+81.6% |