Filed November 7, 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 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 | $208,886 | $152,587+36.9% | $125,175+66.9% | $152,861+36.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.27% | 54.84%-51.6pp | 43.79%-40.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $10,051 | $4,946+103.2% | $3,865+160.0% | $4,762+111.0% |
| Participant deferral / active EE | $11,431 | $5,868+94.8% | $4,937+131.6% | $5,850+95.4% |
| Admin fee / account holder | $416,854 | $13,434+3002.9% | $9,702+4196.5% | $11,596+3494.7% |