Filed December 16, 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 | $127,092 | $54,705+132.3% | $71,209+78.5% | $84,808+49.9% |
| Participation rate | 78.8% | 64.1%+14.7pp | 73.8%+5.0pp | 68.3%+10.5pp |
| Annual return | 12.54% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $4,574 | $2,158+112.0% | $2,721+68.1% | $2,631+73.9% |
| Participant deferral / active EE | $12,233 | $3,030+303.7% | $4,175+193.0% | $4,212+190.5% |
| Admin fee / account holder | $26,327 | $4,863+441.3% | $5,349+392.2% | $7,344+258.5% |