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 | $322,664 | $48,795+561.3% | $65,493+392.7% | $84,808+280.5% |
| Participation rate | 87.9% | 67.0%+21.0pp | 73.1%+14.8pp | 68.3%+19.6pp |
| Annual return | 10.20% | 20.20%-10.0pp | 982.45%-972.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,135 | $1,930+62.5% | $2,574+21.8% | $2,631+19.2% |
| Participant deferral / active EE | $9,139 | $2,928+212.1% | $3,961+130.7% | $4,212+117.0% |
| Admin fee / account holder | $12,393 | $3,877+219.6% | $5,028+146.5% | $7,344+68.8% |