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 | $148,978-67.2% | $200,582-75.6% | $84,808-42.4% |
| Participation rate | 77.9% | 84.2%-6.3pp | 86.9%-8.9pp | 68.3%+9.6pp |
| Annual return | 17.46% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,319 | $4,815-72.6% | $6,419-79.4% | $2,631-49.9% |
| Participant deferral / active EE | $3,234 | $7,142-54.7% | $9,331-65.3% | $4,212-23.2% |
| Admin fee / account holder | $6,811 | $13,977-51.3% | $16,305-58.2% | $7,344-7.3% |