Filed December 23, 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.
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 | $11,043 | $46,674-76.3% | $117,472-90.6% | $68,494-83.9% |
| Participation rate | 71.4% | 56.8%+14.7pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | -18.75% | -14.52%-4.2pp | 29.74%-48.5pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,190 | $2,636-54.9% | $4,070-70.8% | $4,027-70.5% |
| Admin fee / account holder | $485 | $4,020-87.9% | $5,645-91.4% | $5,403-91.0% |