Filed December 14, 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 | $150,044 | $54,762+174.0% | $90,281+66.2% | $72,985+105.6% |
| Participation rate | 96.8% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 7.68% | 30.63%-23.0pp | 78.10%-70.4pp | 81.00%-73.3pp |
| Employer contribution / active EE | $1,268 | $2,092-39.4% | $2,854-55.6% | $2,440-48.0% |
| Participant deferral / active EE | $6,214 | $2,887+115.2% | $3,885+59.9% | $3,607+72.3% |
| Admin fee / account holder | $18,110 | $3,972+355.9% | $5,351+238.4% | $5,124+253.4% |