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 | $76,760 | $100,852-23.9% | $90,404-15.1% | $158,922-51.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -7.87% | 1724.20%-1732.1pp | 1293.02%-1300.9pp | 302.83%-310.7pp |
| Employer contribution / active EE | $12,330 | $3,689+234.3% | $3,262+278.0% | $4,761+159.0% |
| Participant deferral / active EE | $6,473 | $4,348+48.9% | $3,963+63.3% | $5,982+8.2% |
| Admin fee / account holder | $101,745 | $6,501+1465.1% | $5,611+1713.4% | $11,246+804.7% |