Filed March 18, 2012
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 8-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 | $48,397 | $109,359-55.7% | $162,163-70.2% | $72,985-33.7% |
| Participation rate | 96.8% | 84.3%+12.6pp | 87.6%+9.3pp | 69.5%+27.3pp |
| Annual return | -2.81% | 25.46%-28.3pp | 115.59%-118.4pp | 81.00%-83.8pp |
| Employer contribution / active EE | $3,172 | $3,907-18.8% | $5,614-43.5% | $2,440+30.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $898 | $7,972-88.7% | $10,843-91.7% | $5,124-82.5% |