Filed November 15, 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 | $165,921 | $58,234+184.9% | $81,783+102.9% | $80,874+105.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 9.96% | 41.70%-31.7pp | 775.05%-765.1pp | 35.62%-25.7pp |
| Employer contribution / active EE | $9,594 | $2,341+309.8% | $2,913+229.4% | $2,756+248.2% |
| Participant deferral / active EE | $10,829 | $3,283+229.9% | $4,320+150.6% | $4,297+152.0% |
| Admin fee / account holder | $3,864 | $4,982-22.4% | $7,380-47.6% | $6,935-44.3% |