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 | $78,478 | $109,881-28.6% | $150,045-47.7% | $84,808-7.5% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 11.97% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $914 | $3,561-74.3% | $4,693-80.5% | $2,631-65.3% |
| Participant deferral / active EE | $5,327 | $6,636-19.7% | $7,997-33.4% | $4,212+26.5% |
| Admin fee / account holder | $4,847 | $8,568-43.4% | $13,435-63.9% | $7,344-34.0% |