Filed December 14, 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 7-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 | $22,088 | $60,349-63.4% | $74,183-70.2% | $62,891-64.9% |
| Participation rate | 75.4% | 72.7%+2.7pp | 76.6%-1.2pp | 69.3%+6.1pp |
| Annual return | 6.93% | 21.37%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,053 | $1,680-37.3% | $2,370-55.6% | $2,281-53.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $722 | $4,261-83.0% | $5,586-87.1% | $4,296-83.2% |