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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,233 | $43,327-74.1% | $59,878-81.2% | $64,186-82.5% |
| Participation rate | 97.3% | 69.2%+28.1pp | 74.7%+22.6pp | 69.6%+27.7pp |
| Annual return | 9.19% | -1.55%+10.7pp | 3.46%+5.7pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,168 | $2,028-42.4% | $2,722-57.1% | $2,381-51.0% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,294 | $3,005-57.0% | $3,590-64.0% | $4,888-73.5% |