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 | $10,322 | $67,411-84.7% | $91,001-88.7% | $70,131-85.3% |
| Participation rate | 81.2% | 71.4%+9.8pp | 75.6%+5.6pp | 69.5%+11.6pp |
| Annual return | 19.63% | -40.16%+59.8pp | 4.60%+15.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $166 | $1,786-90.7% | $2,456-93.2% | $2,342-92.9% |
| Participant deferral / active EE | $1,495 | $2,823-47.0% | $3,547-57.9% | $3,332-55.1% |
| Admin fee / account holder | $744 | $4,236-82.4% | $5,417-86.3% | $4,645-84.0% |