Filed May 20, 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 | $59,425 | $148,978-60.1% | $200,582-70.4% | $84,808-29.9% |
| Participation rate | 98.6% | 84.2%+14.3pp | 86.9%+11.7pp | 68.3%+30.3pp |
| Annual return | 9.90% | 28.16%-18.3pp | 42.33%-32.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,546 | $4,815-47.1% | $6,419-60.3% | $2,631-3.2% |
| Participant deferral / active EE | $6,241 | $7,142-12.6% | $9,331-33.1% | $4,212+48.2% |
| Admin fee / account holder | $4,113 | $13,977-70.6% | $16,305-74.8% | $7,344-44.0% |