Filed May 20, 2012 (most recent of 5 filings on file)
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.
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 | $29,398 | $94,529-68.9% | $140,016-79.0% | $64,186-54.2% |
| Participation rate | 98.6% | 84.1%+14.5pp | 87.5%+11.1pp | 69.6%+29.0pp |
| Annual return | -2.13% | 7.77%-9.9pp | 651.12%-653.2pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,391 | $3,812-63.5% | $5,606-75.2% | $2,381-41.6% |
| Participant deferral / active EE | $2,941 | $5,250-44.0% | $6,927-57.5% | $3,470-15.2% |
| Admin fee / account holder | $8,037 | $6,741+19.2% | $10,705-24.9% | $4,888+64.4% |