Filed December 2, 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 | $125,071 | $73,933+69.2% | $96,683+29.4% | $75,163+66.4% |
| Participation rate | 94.4% | 66.4%+28.0pp | 74.3%+20.1pp | 67.2%+27.3pp |
| Annual return | 9.34% | 26.70%-17.4pp | 35.69%-26.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $4,984 | $2,928+70.2% | $3,737+33.4% | $2,670+86.7% |
| Participant deferral / active EE | $3,007 | $3,659-17.8% | $4,878-38.4% | $4,125-27.1% |
| Admin fee / account holder | $19,540 | $5,216+274.6% | $6,730+190.4% | $5,651+245.8% |