Filed August 27, 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 | $28,533 | $77,813-63.3% | $123,544-76.9% | $64,186-55.5% |
| Participation rate | 75.6% | 74.7%+0.9pp | 82.3%-6.7pp | 69.6%+6.0pp |
| Annual return | -23.09% | 12.48%-35.6pp | 119.20%-142.3pp | 7.63%-30.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,473 | $5,240+42.6% | $6,426+16.3% | $3,470+115.4% |
| Admin fee / account holder | $1,034 | $5,519-81.3% | $9,284-88.9% | $4,888-78.9% |