Filed September 27, 2013 (most recent of 2 filings on file)
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,919 | $90,503-91.3% | $78,689-89.9% | $273,961-97.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 14.30% | 75.60%-61.3pp | 62.18%-47.9pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,145 | $3,176-64.0% | $2,851-59.8% | $4,869-76.5% |
| Participant deferral / active EE | $2,308 | $3,901-40.8% | $3,517-34.4% | $5,287-56.3% |
| Admin fee / account holder | $661 | $5,263-87.4% | $4,510-85.4% | $10,132-93.5% |