Filed March 5, 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 | $40,938 | $109,359-62.6% | $162,163-74.8% | $72,985-43.9% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.6%-2.3pp | 69.5%+15.8pp |
| Annual return | 16.76% | 25.46%-8.7pp | 115.59%-98.8pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,801 | $3,907-53.9% | $5,614-67.9% | $2,440-26.2% |
| Participant deferral / active EE | $4,284 | $5,481-21.8% | $7,298-41.3% | $3,607+18.8% |
| Admin fee / account holder | $15,208 | $7,972+90.8% | $10,843+40.3% | $5,124+196.8% |