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 | $52,209 | $138,347-62.3% | $184,203-71.7% | $80,856-35.4% |
| Participation rate | 86.4% | 83.9%+2.5pp | 86.8%-0.5pp | 67.6%+18.7pp |
| Annual return | 11.95% | 20.02%-8.1pp | 28.81%-16.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,283 | $4,850-73.5% | $6,427-80.0% | $2,755-53.4% |
| Participant deferral / active EE | $3,426 | $7,071-51.6% | $9,131-62.5% | $4,296-20.3% |
| Admin fee / account holder | $1,703 | $10,483-83.8% | $13,901-87.7% | $6,918-75.4% |