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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,623 | $81,248-83.2% | $155,509-91.2% | $80,856-83.2% |
| Participation rate | 70.5% | 66.2%+4.2pp | 78.2%-7.7pp | 67.6%+2.8pp |
| Annual return | 9.82% | 33.31%-23.5pp | 64.67%-54.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $626 | $3,100-79.8% | $4,672-86.6% | $2,755-77.3% |
| Participant deferral / active EE | $513 | $3,452-85.1% | $5,626-90.9% | $4,296-88.1% |
| Admin fee / account holder | $335 | $7,997-95.8% | $15,912-97.9% | $6,918-95.2% |