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.
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 | $40,768 | $137,414-70.3% | $189,513-78.5% | $85,850-52.5% |
| Participation rate | 94.2% | 84.6%+9.6pp | 87.8%+6.4pp | 69.3%+24.9pp |
| Annual return | 12.42% | 38.14%-25.7pp | 555.15%-542.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,316 | $4,344-46.7% | $6,162-62.4% | $2,565-9.7% |
| Participant deferral / active EE | $3,314 | $6,260-47.1% | $8,221-59.7% | $3,952-16.1% |
| Admin fee / account holder | $3,426 | $8,630-60.3% | $12,045-71.6% | $6,260-45.3% |