Filed September 29, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,795 | $82,032-55.1% | $123,104-70.1% | $59,632-38.3% |
| Participation rate | 96.4% | 83.2%+13.2pp | 86.8%+9.7pp | 68.7%+27.8pp |
| Annual return | -1.67% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,044 | $3,297-38.0% | $5,151-60.3% | $2,203-7.2% |
| Participant deferral / active EE | $1,817 | $4,667-61.1% | $6,230-70.8% | $3,192-43.1% |
| Admin fee / account holder | $1,708 | $5,881-71.0% | $9,015-81.1% | $4,297-60.3% |