Filed April 17, 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.
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 | $12,133 | $64,517-81.2% | $81,438-85.1% | $80,874-85.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 18.23% | 16.35%+1.9pp | 24.74%-6.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $1,663 | $1,982-16.1% | $2,460-32.4% | $2,756-39.7% |
| Participant deferral / active EE | $3,298 | $3,096+6.5% | $3,883-15.1% | $4,297-23.2% |
| Admin fee / account holder | $556 | $5,677-90.2% | $5,764-90.4% | $6,935-92.0% |