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 | $10,416 | $95,416-89.1% | $185,823-94.4% | $85,850-87.9% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 10.04% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $650 | $3,314-80.4% | $5,167-87.4% | $2,565-74.7% |
| Participant deferral / active EE | $248 | $3,423-92.7% | $5,568-95.5% | $3,952-93.7% |
| Admin fee / account holder | $1,455 | $7,213-79.8% | $16,237-91.0% | $6,260-76.8% |