Filed February 2, 2013 (most recent of 2 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 | $23,270 | $167,484-86.1% | $151,611-84.7% | $134,475-82.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.50% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,923 | $6,829-71.8% | $6,166-68.8% | $4,740-59.4% |
| Participant deferral / active EE | $5,129 | $8,986-42.9% | $8,363-38.7% | $6,400-19.9% |
| Admin fee / account holder | $2,001 | $13,783-85.5% | $11,616-82.8% | $11,426-82.5% |