Filed May 15, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,056 | $82,032+225.6% | $123,104+116.9% | $59,632+347.8% |
| Participation rate | 77.8% | 83.2%-5.4pp | 86.8%-9.0pp | 68.7%+9.1pp |
| Annual return | -2.53% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $295 | $3,297-91.1% | $5,151-94.3% | $2,203-86.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,855 | $5,881+67.6% | $9,015+9.3% | $4,297+129.3% |