Filed November 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,013 | $54,762+40.6% | $90,281-14.7% | $72,985+5.5% |
| Participation rate | 96.3% | 65.1%+31.2pp | 73.3%+23.0pp | 69.5%+26.8pp |
| Annual return | 14.79% | 30.63%-15.8pp | 78.10%-63.3pp | 81.00%-66.2pp |
| Employer contribution / active EE | $2,414 | $2,092+15.4% | $2,854-15.4% | $2,440-1.1% |
| Participant deferral / active EE | $6,245 | $2,887+116.3% | $3,885+60.7% | $3,607+73.1% |
| Admin fee / account holder | $27,006 | $3,972+579.9% | $5,351+404.7% | $5,124+427.0% |