Filed December 14, 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 | $135,266 | $56,484+139.5% | $169,463-20.2% | $64,186+110.7% |
| Participation rate | 91.5% | 64.5%+26.9pp | 77.8%+13.7pp | 69.6%+21.9pp |
| Annual return | -10.28% | -1.55%-8.7pp | 1.83%-12.1pp | 7.63%-17.9pp |
| Employer contribution / active EE | $6,659 | $1,832+263.4% | $4,159+60.1% | $2,381+179.7% |
| Participant deferral / active EE | $3,849 | $3,448+11.6% | $5,277-27.1% | $3,470+10.9% |
| Admin fee / account holder | $5,070 | $4,174+21.5% | $9,109-44.3% | $4,888+3.7% |