Filed January 1, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,364 | $54,320+9.3% | $67,652-12.3% | $52,331+13.4% |
| Participation rate | 88.7% | 73.6%+15.1pp | 75.7%+13.0pp | 68.1%+20.6pp |
| Annual return | -1.77% | 6.81%-8.6pp | 6625.04%-6626.8pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,788 | $1,544+15.8% | $2,266-21.1% | $1,882-5.0% |
| Participant deferral / active EE | $3,851 | $2,950+30.5% | $3,560+8.2% | $3,022+27.4% |
| Admin fee / account holder | $1,333 | $527+153.1% | $4,821-72.4% | $592+125.3% |