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 | $109,605 | $172,111-36.3% | $150,298-27.1% | $137,256-20.1% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 11.18% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,907 | $4,636-37.3% | $4,154-30.0% | $4,156-30.1% |
| Participant deferral / active EE | $3,413 | $6,166-44.6% | $5,453-37.4% | $6,407-46.7% |
| Admin fee / account holder | $14,880 | $16,471-9.7% | $14,116+5.4% | $12,270+21.3% |