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.
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 | $30,834 | $98,750-68.8% | $149,696-79.4% | $79,858-61.4% |
| Participation rate | 78.0% | 75.8%+2.3pp | 82.5%-4.4pp | 69.6%+8.4pp |
| Annual return | -6.96% | 27.43%-34.4pp | 276.60%-283.6pp | 31.71%-38.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,719 | $5,680+53.5% | $6,842+27.4% | $3,740+133.1% |
| Admin fee / account holder | $4,967 | $6,053-17.9% | $9,309-46.6% | $5,306-6.4% |