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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,883 | $176,056-88.1% | $159,436-86.9% | $167,490-87.5% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 18.79% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $3,066 | $5,297-42.1% | $4,829-36.5% | $4,837-36.6% |
| Participant deferral / active EE | $2,410 | $7,750-68.9% | $7,352-67.2% | $6,341-62.0% |
| Admin fee / account holder | $548 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |