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 | $165,164 | $48,076+243.5% | $78,689+109.9% | $62,891+162.6% |
| Participation rate | 97.1% | 65.2%+31.8pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 3.36% | 31.35%-28.0pp | 62.18%-58.8pp | 20.14%-16.8pp |
| Employer contribution / active EE | $13,626 | $2,015+576.3% | $2,851+378.0% | $2,281+497.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,566 | $3,207+323.0% | $4,510+200.8% | $4,296+215.8% |