Filed October 2, 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 | $34,554 | $77,634-55.5% | $156,549-77.9% | $62,891-45.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.44% | 50.32%-50.8pp | 32.23%-32.7pp | 20.14%-20.6pp |
| Employer contribution / active EE | $633 | $3,444-81.6% | $5,501-88.5% | $2,281-72.3% |
| Participant deferral / active EE | $1,291 | $3,045-57.6% | $4,871-73.5% | $3,203-59.7% |
| Admin fee / account holder | $9,629 | $5,561+73.2% | $13,027-26.1% | $4,296+124.2% |