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 | $41,017 | $87,841-53.3% | $133,980-69.4% | $62,891-34.8% |
| Participation rate | 94.9% | 83.4%+11.5pp | 87.1%+7.9pp | 69.3%+25.6pp |
| Annual return | 8.83% | 12.05%-3.2pp | 29.30%-20.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,112 | $3,483-39.4% | $5,211-59.5% | $2,281-7.4% |
| Participant deferral / active EE | $1,993 | $4,812-58.6% | $6,282-68.3% | $3,203-37.8% |
| Admin fee / account holder | $466 | $5,371-91.3% | $9,324-95.0% | $4,296-89.2% |