Filed March 12, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,853 | $138,347-64.0% | $184,203-72.9% | $80,856-38.3% |
| Participation rate | 94.1% | 83.9%+10.2pp | 86.8%+7.3pp | 67.6%+26.5pp |
| Annual return | 18.09% | 20.02%-1.9pp | 28.81%-10.7pp | 35.59%-17.5pp |
| Employer contribution / active EE | $1,759 | $4,850-63.7% | $6,427-72.6% | $2,755-36.2% |
| Participant deferral / active EE | $3,002 | $7,071-57.5% | $9,131-67.1% | $4,296-30.1% |
| Admin fee / account holder | $1,549 | $10,483-85.2% | $13,901-88.9% | $6,918-77.6% |