Filed August 17, 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 | $120,695 | $110,094+9.6% | $151,611-20.4% | $68,494+76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.60% | -10.12%-10.5pp | 3.33%-23.9pp | -7.84%-12.8pp |
| Employer contribution / active EE | $5,422 | $4,471+21.3% | $6,166-12.1% | $2,596+108.8% |
| Participant deferral / active EE | $6,114 | $6,527-6.3% | $8,363-26.9% | $4,027+51.8% |
| Admin fee / account holder | $6,171 | $7,719-20.1% | $11,616-46.9% | $5,403+14.2% |