Filed March 5, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,943 | $62,723-90.5% | $142,863-95.8% | $86,799-93.2% |
| Participation rate | 96.5% | 62.6%+33.9pp | 71.9%+24.6pp | 72.3%+24.2pp |
| Annual return | 0.02% | 17.62%-17.6pp | 5637.54%-5637.5pp | 97.91%-97.9pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,144-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,837-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $140-100.0% | $6,560-100.0% | $170-100.0% |