Filed March 25, 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.)
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 | $31,715 | $109,359-71.0% | $162,163-80.4% | $72,985-56.5% |
| Participation rate | 80.4% | 84.3%-3.9pp | 87.6%-7.2pp | 69.5%+10.9pp |
| Annual return | 19.84% | 25.46%-5.6pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $869 | $3,907-77.8% | $5,614-84.5% | $2,440-64.4% |
| Participant deferral / active EE | $2,194 | $5,481-60.0% | $7,298-69.9% | $3,607-39.2% |
| Admin fee / account holder | $5,428 | $7,972-31.9% | $10,843-49.9% | $5,124+5.9% |