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.)
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 | $19,472 | $73,004-73.3% | $90,749-78.5% | $68,494-71.6% |
| Participation rate | 89.0% | 70.8%+18.2pp | 75.7%+13.3pp | 67.9%+21.2pp |
| Annual return | -18.38% | -13.81%-4.6pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,351 | $2,193-38.4% | $2,921-53.7% | $2,596-48.0% |
| Participant deferral / active EE | $1,285 | $3,627-64.6% | $4,564-71.8% | $4,027-68.1% |
| Admin fee / account holder | $1,657 | $5,896-71.9% | $8,445-80.4% | $5,403-69.3% |