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 | $87,120 | $137,414-36.6% | $189,513-54.0% | $85,850+1.5% |
| Participation rate | 95.9% | 84.6%+11.3pp | 87.8%+8.1pp | 69.3%+26.6pp |
| Annual return | 11.85% | 38.14%-26.3pp | 555.15%-543.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,357 | $4,344-22.7% | $6,162-45.5% | $2,565+30.9% |
| Participant deferral / active EE | $2,951 | $6,260-52.9% | $8,221-64.1% | $3,952-25.3% |
| Admin fee / account holder | $10,181 | $8,630+18.0% | $12,045-15.5% | $6,260+62.6% |