Filed May 3, 2012
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $8,538 | $61,660-86.2% | $80,019-89.3% | $64,186-86.7% |
| Participation rate | 97.6% | 71.7%+26.0pp | 75.8%+21.8pp | 69.6%+28.1pp |
| Annual return | -9.99% | -0.33%-9.7pp | 11.22%-21.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,505 | $1,810-16.8% | $2,468-39.0% | $2,381-36.8% |
| Participant deferral / active EE | $1,130 | $2,968-61.9% | $3,686-69.3% | $3,470-67.4% |
| Admin fee / account holder | $418 | $5,417-92.3% | $6,521-93.6% | $4,888-91.4% |