Filed January 22, 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 | $194,903 | $127,386+53.0% | $115,037+69.4% | $125,391+55.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.08% | 31.28%-36.4pp | 26.14%-31.2pp | 282.22%-287.3pp |
| Employer contribution / active EE | $5,557 | $5,166+7.6% | $4,608+20.6% | $4,866+14.2% |
| Participant deferral / active EE | $4,631 | $6,423-27.9% | $6,026-23.2% | $5,352-13.5% |
| Admin fee / account holder | $19,294 | $9,516+102.8% | $8,175+136.0% | $9,540+102.2% |