Filed December 28, 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.
See the 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,584 | $45,035-74.3% | $62,995-81.6% | $70,131-83.5% |
| Participation rate | 94.4% | 69.5%+24.9pp | 74.8%+19.6pp | 69.5%+24.9pp |
| Annual return | 11.00% | 18.76%-7.8pp | 87.57%-76.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,083 | $2,051-47.2% | $2,759-60.8% | $2,342-53.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $788 | $2,834-72.2% | $3,600-78.1% | $4,645-83.0% |