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 | $44,446 | $76,552-41.9% | $123,892-64.1% | $62,891-29.3% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 4.82% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,214 | $2,883-57.9% | $4,617-73.7% | $2,281-46.8% |
| Participant deferral / active EE | $4,329 | $4,840-10.6% | $5,984-27.7% | $3,203+35.1% |
| Admin fee / account holder | $5,061 | $4,826+4.9% | $8,357-39.4% | $4,296+17.8% |