Filed May 6, 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.
Participant 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.)
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 | $23,196 | $153,772-84.9% | $133,980-82.7% | $273,961-91.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.46% | 36.51%-32.1pp | 29.30%-24.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,777 | $6,029-70.5% | $5,211-65.9% | $4,869-63.5% |
| Participant deferral / active EE | $1,508 | $6,958-78.3% | $6,282-76.0% | $5,287-71.5% |
| Admin fee / account holder | $2,277 | $11,765-80.6% | $9,324-75.6% | $10,132-77.5% |