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 | $56,930 | $197,591-71.2% | $177,821-68.0% | $158,922-64.2% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.3pp | 82.0%-5.5pp |
| Annual return | 8.37% | 58.76%-50.4pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $891 | $6,697-86.7% | $5,918-84.9% | $4,761-81.3% |
| Participant deferral / active EE | $1,885 | $8,405-77.6% | $7,714-75.6% | $5,982-68.5% |
| Admin fee / account holder | $391 | $15,399-97.5% | $12,427-96.9% | $11,246-96.5% |