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 | $33,542 | $123,793-72.9% | $177,821-81.1% | $79,858-58.0% |
| Participation rate | 74.1% | 84.7%-10.6pp | 87.7%-13.6pp | 69.6%+4.4pp |
| Annual return | 12.40% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $948 | $4,095-76.8% | $5,918-84.0% | $2,471-61.6% |
| Participant deferral / active EE | $2,297 | $5,956-61.4% | $7,714-70.2% | $3,740-38.6% |
| Admin fee / account holder | $9,499 | $7,243+31.2% | $12,427-23.6% | $5,306+79.0% |