Filed July 1, 2012 (most recent of 3 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,072 | $87,841-64.6% | $133,980-76.8% | $62,891-50.6% |
| Participation rate | 93.4% | 83.4%+10.1pp | 87.1%+6.4pp | 69.3%+24.1pp |
| Annual return | 7.62% | 12.05%-4.4pp | 29.30%-21.7pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,218 | $3,483-36.3% | $5,211-57.4% | $2,281-2.7% |
| Participant deferral / active EE | $4,794 | $4,812-0.4% | $6,282-23.7% | $3,203+49.7% |
| Admin fee / account holder | $6,366 | $5,371+18.5% | $9,324-31.7% | $4,296+48.2% |