Filed December 15, 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 | $159,999 | $74,888+113.6% | $71,209+124.7% | $142,382+12.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.73% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $14,047 | $2,854+392.1% | $2,721+416.3% | $4,299+226.7% |
| Participant deferral / active EE | $10,171 | $4,454+128.3% | $4,175+143.6% | $6,507+56.3% |
| Admin fee / account holder | $30,246 | $5,568+443.2% | $5,349+465.5% | $12,624+139.6% |