Filed December 19, 2011 (most recent of 2 filings on file)
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 | $207,862 | $110,094+88.8% | $151,611+37.1% | $68,494+203.5% |
| Participation rate | 98.8% | 84.0%+14.8pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | -19.41% | -10.12%-9.3pp | 3.33%-22.7pp | -7.84%-11.6pp |
| Employer contribution / active EE | $4,957 | $4,471+10.9% | $6,166-19.6% | $2,596+90.9% |
| Participant deferral / active EE | $10,406 | $6,527+59.4% | $8,363+24.4% | $4,027+158.4% |
| Admin fee / account holder | $6,672 | $7,719-13.6% | $11,616-42.6% | $5,403+23.5% |