Filed February 2, 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 | $28,054 | $100,041-72.0% | $149,718-81.3% | $70,131-60.0% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.1%-2.7pp | 69.5%+14.8pp |
| Annual return | 15.39% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,303 | $3,662-64.4% | $5,445-76.1% | $2,342-44.4% |
| Participant deferral / active EE | $2,634 | $4,983-47.1% | $6,569-59.9% | $3,332-21.0% |
| Admin fee / account holder | $1,842 | $8,286-77.8% | $11,283-83.7% | $4,645-60.3% |