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 | $167,738 | $91,190+83.9% | $178,490-6.0% | $79,858+110.0% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 5.84% | 24.19%-18.4pp | 151.07%-145.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $7,819 | $3,256+140.2% | $5,011+56.1% | $2,471+216.5% |
| Participant deferral / active EE | $8,112 | $3,236+150.7% | $5,202+55.9% | $3,740+116.9% |
| Admin fee / account holder | $11,669 | $6,751+72.8% | $13,984-16.6% | $5,306+119.9% |