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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,905 | $110,094-66.5% | $151,611-75.7% | $68,494-46.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -17.50% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,145 | $4,471-74.4% | $6,166-81.4% | $2,596-55.9% |
| Participant deferral / active EE | $3,142 | $6,527-51.9% | $8,363-62.4% | $4,027-22.0% |
| Admin fee / account holder | $613 | $7,719-92.1% | $11,616-94.7% | $5,403-88.7% |