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 | $30,305 | $80,717-62.5% | $154,803-80.4% | $84,808-64.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.43% | 37.96%-28.5pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,719 | $2,761-37.7% | $4,305-60.1% | $2,631-34.7% |
| Participant deferral / active EE | $1,261 | $3,303-61.8% | $5,540-77.2% | $4,212-70.1% |
| Admin fee / account holder | $11,160 | $6,746+65.4% | $14,329-22.1% | $7,344+52.0% |