Filed September 24, 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 | $60,112 | $82,664-27.3% | $125,339-52.0% | $68,494-12.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,506 | $3,381-25.9% | $4,814-47.9% | $2,596-3.5% |
| Participant deferral / active EE | $3,008 | $6,110-50.8% | $7,446-59.6% | $4,027-25.3% |
| Admin fee / account holder | $11,679 | $6,275+86.1% | $10,010+16.7% | $5,403+116.2% |