Filed June 26, 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 | $96,640 | $65,365+47.8% | $92,893+4.0% | $72,985+32.4% |
| Participation rate | 83.6% | 68.3%+15.3pp | 76.0%+7.6pp | 69.5%+14.2pp |
| Annual return | 2.40% | 42.10%-39.7pp | 109.41%-107.0pp | 81.00%-78.6pp |
| Employer contribution / active EE | $12,669 | $2,594+388.4% | $3,653+246.8% | $2,440+419.3% |
| Participant deferral / active EE | $5,439 | $3,128+73.9% | $4,236+28.4% | $3,607+50.8% |
| Admin fee / account holder | $1,335 | $4,251-68.6% | $5,794-77.0% | $5,124-73.9% |