Filed December 2, 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 | $72,208 | $48,570+48.7% | $130,648-44.7% | $72,985-1.1% |
| Participation rate | 80.8% | 58.6%+22.2pp | 71.7%+9.0pp | 69.5%+11.3pp |
| Annual return | 15.86% | 38.63%-22.8pp | 1708.96%-1693.1pp | 81.00%-65.1pp |
| Employer contribution / active EE | $4,778 | $1,334+258.2% | $4,092+16.8% | $2,440+95.8% |
| Participant deferral / active EE | $6,462 | $2,384+171.1% | $3,603+79.4% | $3,607+79.1% |
| Admin fee / account holder | $32,417 | $3,549+813.4% | $5,464+493.2% | $5,124+532.6% |