Filed June 22, 2012
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.
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 | $98,396 | $697,698-85.9% | $621,730-84.2% | $357,791-72.5% |
| Participation rate | 0.0% | 90.7%-90.7pp | 90.8%-90.8pp | 85.6%-85.6pp |
| Annual return | 12.54% | 10.63%+1.9pp | 10.76%+1.8pp | 396.79%-384.3pp |
| Employer contribution / active EE | $0 | $10,590-100.0% | $9,871-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $762 | $75,391-99.0% | $66,065-98.8% | $28,387-97.3% |