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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,198 | $41,854-8.7% | $73,843-48.3% | $52,331-27.0% |
| Participation rate | 74.1% | 66.2%+7.9pp | 73.4%+0.7pp | 68.1%+6.0pp |
| Annual return | -2.77% | 2.11%-4.9pp | 2267.84%-2270.6pp | 4.54%-7.3pp |
| Employer contribution / active EE | $463 | $1,920-75.9% | $2,787-83.4% | $1,882-75.4% |
| Participant deferral / active EE | $2,798 | $2,498+12.0% | $3,583-21.9% | $3,022-7.4% |
| Admin fee / account holder | $513 | $493+4.1% | $4,880-89.5% | $592-13.3% |