Filed December 27, 2011
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,191 | $76,000-90.5% | $154,107-95.3% | $64,186-88.8% |
| Participation rate | 94.4% | 70.4%+24.0pp | 83.0%+11.4pp | 69.6%+24.9pp |
| Annual return | -9.36% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $486 | $3,351-85.5% | $5,298-90.8% | $2,381-79.6% |
| Participant deferral / active EE | $208 | $3,175-93.4% | $5,081-95.9% | $3,470-94.0% |
| Admin fee / account holder | $1,032 | $5,596-81.6% | $13,411-92.3% | $4,888-78.9% |