Filed March 8, 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 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 | $43,980 | $209,336-79.0% | $197,124-77.7% | $137,256-68.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.13% | 48.09%-38.0pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,212 | $6,591-51.3% | $6,227-48.4% | $4,156-22.7% |
| Participant deferral / active EE | $3,032 | $9,614-68.5% | $9,135-66.8% | $6,407-52.7% |
| Admin fee / account holder | $639 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |