Filed January 29, 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 | $81,658 | $123,793-34.0% | $177,821-54.1% | $79,858+2.3% |
| Participation rate | 92.2% | 84.7%+7.5pp | 87.7%+4.4pp | 69.6%+22.5pp |
| Annual return | 13.21% | 22.82%-9.6pp | 48.32%-35.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,415 | $4,095-16.6% | $5,918-42.3% | $2,471+38.2% |
| Participant deferral / active EE | $2,733 | $5,956-54.1% | $7,714-64.6% | $3,740-26.9% |
| Admin fee / account holder | $6,404 | $7,243-11.6% | $12,427-48.5% | $5,306+20.7% |