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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,411 | $80,717-78.4% | $154,803-88.8% | $84,808-79.5% |
| Participation rate | 70.2% | 66.8%+3.4pp | 78.1%-7.9pp | 68.3%+1.9pp |
| Annual return | 20.19% | 37.96%-17.8pp | 58.88%-38.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $468 | $2,761-83.1% | $4,305-89.1% | $2,631-82.2% |
| Participant deferral / active EE | $453 | $3,303-86.3% | $5,540-91.8% | $4,212-89.2% |
| Admin fee / account holder | $472 | $6,746-93.0% | $14,329-96.7% | $7,344-93.6% |