Filed April 10, 2013
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.
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 | $14,423 | $165,335-91.3% | $149,696-90.4% | $158,922-90.9% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 27.30% | 348.15%-320.9pp | 276.60%-249.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $2,870 | $5,103-43.8% | $4,644-38.2% | $4,761-39.7% |
| Participant deferral / active EE | $1,145 | $7,181-84.1% | $6,842-83.3% | $5,982-80.9% |
| Admin fee / account holder | $411 | $10,807-96.2% | $9,309-95.6% | $11,246-96.3% |