Filed December 27, 2011
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.
Employer 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 | $8,462 | $85,202-90.1% | $172,739-95.1% | $72,985-88.4% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 19.63% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $385 | $3,324-88.4% | $5,143-92.5% | $2,440-84.2% |
| Participant deferral / active EE | $196 | $3,260-94.0% | $5,198-96.2% | $3,607-94.6% |
| Admin fee / account holder | $453 | $5,884-92.3% | $13,954-96.8% | $5,124-91.2% |