Filed January 19, 2012 (most recent of 9 filings on file)
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 | $85,483 | $214,378-60.1% | $200,582-57.4% | $142,382-40.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.53% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $6,523 | $6,841-4.7% | $6,419+1.6% | $4,299+51.7% |
| Participant deferral / active EE | $5,443 | $9,865-44.8% | $9,331-41.7% | $6,507-16.4% |
| Admin fee / account holder | $4,958 | $17,692-72.0% | $16,305-69.6% | $12,624-60.7% |