Filed August 8, 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 | $211,366 | $89,355+136.5% | $141,162+49.7% | $72,985+189.6% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 5.92% | 111.85%-105.9pp | 71.39%-65.5pp | 81.00%-75.1pp |
| Employer contribution / active EE | $27,042 | $3,114+768.3% | $4,735+471.1% | $2,440+1008.4% |
| Participant deferral / active EE | $9,002 | $5,418+66.2% | $6,709+34.2% | $3,607+149.5% |
| Admin fee / account holder | $1,115 | $5,958-81.3% | $10,261-89.1% | $5,124-78.2% |