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 | $60,991 | $100,041-39.0% | $149,718-59.3% | $70,131-13.0% |
| Participation rate | 90.2% | 83.6%+6.6pp | 87.1%+3.1pp | 69.5%+20.6pp |
| Annual return | 15.75% | 27.43%-11.7pp | 1501.63%-1485.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,752 | $3,662-52.2% | $5,445-67.8% | $2,342-25.2% |
| Participant deferral / active EE | $2,151 | $4,983-56.8% | $6,569-67.2% | $3,332-35.4% |
| Admin fee / account holder | $1,714 | $8,286-79.3% | $11,283-84.8% | $4,645-63.1% |