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 | $75,622 | $123,793-38.9% | $177,821-57.5% | $79,858-5.3% |
| Participation rate | 94.2% | 84.7%+9.6pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 12.82% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,472 | $4,095-39.6% | $5,918-58.2% | $2,471+0.1% |
| Participant deferral / active EE | $2,662 | $5,956-55.3% | $7,714-65.5% | $3,740-28.8% |
| Admin fee / account holder | $1,679 | $7,243-76.8% | $12,427-86.5% | $5,306-68.4% |