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.)
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 | $130 | $138,347-99.9% | $184,203-99.9% | $80,856-99.8% |
| Participation rate | 80.9% | 83.9%-3.0pp | 86.8%-6.0pp | 67.6%+13.2pp |
| Annual return | -114.14% | 20.02%-134.2pp | 28.81%-143.0pp | 35.59%-149.7pp |
| Employer contribution / active EE | $2,815 | $4,850-42.0% | $6,427-56.2% | $2,755+2.2% |
| Participant deferral / active EE | $4,240 | $7,071-40.0% | $9,131-53.6% | $4,296-1.3% |
| Admin fee / account holder | $793 | $10,483-92.4% | $13,901-94.3% | $6,918-88.5% |