Filed December 1, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,910 | $45,073+498.8% | $69,455+288.6% | $72,985+269.8% |
| Participation rate | 95.5% | 68.5%+27.0pp | 74.6%+20.8pp | 69.5%+26.0pp |
| Annual return | 3.73% | 22.65%-18.9pp | 28.97%-25.2pp | 81.00%-77.3pp |
| Employer contribution / active EE | $7,234 | $2,054+252.2% | $2,779+160.3% | $2,440+196.5% |
| Participant deferral / active EE | $7,614 | $2,602+192.7% | $3,535+115.4% | $3,607+111.1% |
| Admin fee / account holder | $33,372 | $3,056+992.2% | $3,839+769.2% | $5,124+551.2% |