Filed September 29, 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 | $94,184 | $69,977+34.6% | $108,579-13.3% | $62,891+49.8% |
| Participation rate | 96.4% | 72.9%+23.5pp | 79.6%+16.9pp | 69.3%+27.1pp |
| Annual return | 4.77% | 10.73%-6.0pp | -51.70%+56.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $4,643 | $2,135+117.5% | $3,758+23.5% | $2,281+103.6% |
| Participant deferral / active EE | $3,537 | $3,165+11.8% | $4,311-17.9% | $3,203+10.4% |
| Admin fee / account holder | $14,483 | $5,076+185.3% | $7,645+89.4% | $4,296+237.2% |