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 | $48,592 | $123,793-60.7% | $177,821-72.7% | $79,858-39.2% |
| Participation rate | 94.8% | 84.7%+10.1pp | 87.7%+7.1pp | 69.6%+25.2pp |
| Annual return | -4.36% | 22.82%-27.2pp | 48.32%-52.7pp | 31.71%-36.1pp |
| Employer contribution / active EE | $3,070 | $4,095-25.0% | $5,918-48.1% | $2,471+24.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $891 | $7,243-87.7% | $12,427-92.8% | $5,306-83.2% |