Filed November 17, 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 | $72,772 | $90,503-19.6% | $78,689-7.5% | $273,961-73.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.35% | 75.60%-78.0pp | 62.18%-64.5pp | 41.45%-43.8pp |
| Employer contribution / active EE | $2,885 | $3,176-9.2% | $2,851+1.2% | $4,869-40.8% |
| Participant deferral / active EE | $5,969 | $3,901+53.0% | $3,517+69.7% | $5,287+12.9% |
| Admin fee / account holder | $438 | $5,263-91.7% | $4,510-90.3% | $10,132-95.7% |