Filed November 7, 2012
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 6-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 | $79,802 | $58,694+36.0% | $142,863-44.1% | $85,850-7.0% |
| Participation rate | 86.2% | 58.5%+27.7pp | 71.9%+14.3pp | 69.3%+16.9pp |
| Annual return | 6.41% | 27.72%-21.3pp | 5637.54%-5631.1pp | 318.53%-312.1pp |
| Employer contribution / active EE | $2,598 | $1,423+82.6% | $4,144-37.3% | $2,565+1.3% |
| Participant deferral / active EE | $10,587 | $2,607+306.0% | $3,837+175.9% | $3,952+167.9% |
| Admin fee / account holder | $37,403 | $4,239+782.3% | $6,560+470.1% | $6,260+497.5% |