Filed March 25, 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 | $129,864 | $77,634+67.3% | $156,549-17.0% | $62,891+106.5% |
| Participation rate | 90.2% | 71.2%+19.0pp | 84.0%+6.2pp | 69.3%+20.9pp |
| Annual return | -9.50% | 50.32%-59.8pp | 32.23%-41.7pp | 20.14%-29.6pp |
| Employer contribution / active EE | $2,097 | $3,444-39.1% | $5,501-61.9% | $2,281-8.0% |
| Participant deferral / active EE | $6,552 | $3,045+115.1% | $4,871+34.5% | $3,203+104.6% |
| Admin fee / account holder | $5,987 | $5,561+7.7% | $13,027-54.0% | $4,296+39.4% |