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.
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 | $149,291 | $117,841+26.7% | $102,423+45.8% | $145,922+2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $748 | $3,615-79.3% | $3,023-75.3% | $4,660-83.9% |
| Participant deferral / active EE | $2,001 | $5,731-65.1% | $5,053-60.4% | $6,688-70.1% |
| Admin fee / account holder | $83,717 | $13,326+528.2% | $9,451+785.8% | $13,397+524.9% |