Filed February 22, 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 | $48,842 | $146,267-66.6% | $197,124-75.2% | $82,448-40.8% |
| Participation rate | 77.9% | 84.0%-6.1pp | 86.7%-8.8pp | 68.1%+9.9pp |
| Annual return | 17.46% | 29.61%-12.1pp | 44.34%-26.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,319 | $4,723-72.1% | $6,227-78.8% | $2,551-48.3% |
| Participant deferral / active EE | $3,234 | $7,035-54.0% | $9,135-64.6% | $4,139-21.9% |
| Admin fee / account holder | $6,811 | $14,422-52.8% | $16,298-58.2% | $7,234-5.9% |