Filed January 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,120 | $124,319+72.2% | $111,297+92.4% | $167,490+27.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.11% | 37.44%-30.3pp | 54.65%-47.5pp | 478.56%-471.4pp |
| Employer contribution / active EE | $691 | $3,435-79.9% | $2,731-74.7% | $4,837-85.7% |
| Participant deferral / active EE | $763 | $5,180-85.3% | $4,487-83.0% | $6,341-88.0% |
| Admin fee / account holder | $6,040 | $10,618-43.1% | $7,964-24.2% | $12,309-50.9% |