Filed January 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,481 | $58,828+18.1% | $77,999-10.9% | $62,891+10.5% |
| Participation rate | 98.3% | 71.1%+27.2pp | 75.5%+22.8pp | 69.3%+29.0pp |
| Annual return | 57.86% | 17.16%+40.7pp | 425.96%-368.1pp | 20.14%+37.7pp |
| Employer contribution / active EE | $3,328 | $1,672+99.1% | $2,470+34.7% | $2,281+45.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,073 | $4,393-30.1% | $5,480-43.9% | $4,296-28.5% |