Filed November 7, 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 | $192,739 | $53,162+262.6% | $91,220+111.3% | $68,494+181.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -21.26% | -3.14%-18.1pp | 114.01%-135.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $8,320 | $1,709+386.7% | $2,850+191.9% | $2,596+220.4% |
| Participant deferral / active EE | $3,986 | $2,974+34.0% | $4,234-5.9% | $4,027-1.0% |
| Admin fee / account holder | $7,250 | $4,493+61.4% | $5,420+33.8% | $5,403+34.2% |