Filed December 2, 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.
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 | $31,796 | $43,723-27.3% | $121,196-73.8% | $64,186-50.5% |
| Participation rate | 98.0% | 58.3%+39.6pp | 71.7%+26.2pp | 69.6%+28.4pp |
| Annual return | -8.29% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $906 | $1,296-30.1% | $4,022-77.5% | $2,381-61.9% |
| Participant deferral / active EE | $2,657 | $2,280+16.5% | $3,344-20.6% | $3,470-23.4% |
| Admin fee / account holder | $2,895 | $3,501-17.3% | $5,019-42.3% | $4,888-40.8% |