Filed September 29, 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 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.
Employer 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 | $47,818 | $183,963-74.0% | $162,163-70.5% | $152,861-68.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.02% | 150.76%-128.7pp | 115.59%-93.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $881 | $6,371-86.2% | $5,614-84.3% | $4,762-81.5% |
| Participant deferral / active EE | $1,839 | $8,034-77.1% | $7,298-74.8% | $5,850-68.6% |
| Admin fee / account holder | $421 | $13,121-96.8% | $10,843-96.1% | $11,596-96.4% |