Filed December 28, 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 | $71,655 | $123,793-42.1% | $177,821-59.7% | $79,858-10.3% |
| Participation rate | 81.8% | 84.7%-2.8pp | 87.7%-5.9pp | 69.6%+12.2pp |
| Annual return | 8.87% | 22.82%-14.0pp | 48.32%-39.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,642 | $4,095-59.9% | $5,918-72.3% | $2,471-33.5% |
| Participant deferral / active EE | $4,041 | $5,956-32.2% | $7,714-47.6% | $3,740+8.0% |
| Admin fee / account holder | $13,870 | $7,243+91.5% | $12,427+11.6% | $5,306+161.4% |