Filed February 21, 2013
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.
Employer 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.)
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 | $7,615 | $58,828-87.1% | $77,999-90.2% | $62,891-87.9% |
| Participation rate | 74.7% | 71.1%+3.7pp | 75.5%-0.8pp | 69.3%+5.4pp |
| Annual return | 6.55% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $130 | $1,672-92.2% | $2,470-94.8% | $2,281-94.3% |
| Participant deferral / active EE | $1,214 | $2,686-54.8% | $3,497-65.3% | $3,203-62.1% |
| Admin fee / account holder | $525 | $4,393-88.0% | $5,480-90.4% | $4,296-87.8% |