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 | $54,790 | $137,414-60.1% | $189,513-71.1% | $85,850-36.2% |
| Participation rate | 98.9% | 84.6%+14.3pp | 87.8%+11.1pp | 69.3%+29.5pp |
| Annual return | 11.37% | 38.14%-26.8pp | 555.15%-543.8pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,339 | $4,344-23.1% | $6,162-45.8% | $2,565+30.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $752 | $8,630-91.3% | $12,045-93.8% | $6,260-88.0% |