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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,872 | $167,307-48.7% | $143,757-40.3% | $134,475-36.1% |
| Participation rate | 86.4% | 84.8%+1.6pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -17.12% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $990 | $5,619-82.4% | $4,951-80.0% | $4,740-79.1% |
| Participant deferral / active EE | $6,926 | $6,446+7.5% | $5,637+22.9% | $6,400+8.2% |
| Admin fee / account holder | $14,616 | $18,088-19.2% | $14,673-0.4% | $11,426+27.9% |