Filed November 8, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,608 | $123,793-67.2% | $177,821-77.2% | $79,858-49.2% |
| Participation rate | 95.2% | 84.7%+10.6pp | 87.7%+7.5pp | 69.6%+25.6pp |
| Annual return | 9.11% | 22.82%-13.7pp | 48.32%-39.2pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,388 | $4,095-41.7% | $5,918-59.7% | $2,471-3.4% |
| Participant deferral / active EE | $2,768 | $5,956-53.5% | $7,714-64.1% | $3,740-26.0% |
| Admin fee / account holder | $1,512 | $7,243-79.1% | $12,427-87.8% | $5,306-71.5% |