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 | $76,482 | $148,978-48.7% | $200,582-61.9% | $84,808-9.8% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 12.89% | 28.16%-15.3pp | 42.33%-29.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,305 | $4,815-52.1% | $6,419-64.1% | $2,631-12.4% |
| Participant deferral / active EE | $4,829 | $7,142-32.4% | $9,331-48.2% | $4,212+14.7% |
| Admin fee / account holder | $13,223 | $13,977-5.4% | $16,305-18.9% | $7,344+80.1% |