Filed December 27, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,312 | $74,888-42.2% | $71,209-39.2% | $142,382-69.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 10.59% | 345.14%-334.6pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,252 | $2,854-56.1% | $2,721-54.0% | $4,299-70.9% |
| Participant deferral / active EE | $4,865 | $4,454+9.2% | $4,175+16.5% | $6,507-25.2% |
| Admin fee / account holder | $9,176 | $5,568+64.8% | $5,349+71.5% | $12,624-27.3% |