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.
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 | $39,578 | $137,414-71.2% | $189,513-79.1% | $85,850-53.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 87.8%-10.0pp | 69.3%+8.5pp |
| Annual return | 24.63% | 38.14%-13.5pp | 555.15%-530.5pp | 318.53%-293.9pp |
| Employer contribution / active EE | $1,190 | $4,344-72.6% | $6,162-80.7% | $2,565-53.6% |
| Participant deferral / active EE | $3,699 | $6,260-40.9% | $8,221-55.0% | $3,952-6.4% |
| Admin fee / account holder | $10,044 | $8,630+16.4% | $12,045-16.6% | $6,260+60.4% |