Filed December 1, 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 | $98,172 | $152,587-35.7% | $125,175-21.6% | $152,861-35.8% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 7.31% | 54.84%-47.5pp | 43.79%-36.5pp | 345.32%-338.0pp |
| Employer contribution / active EE | $2,499 | $4,946-49.5% | $3,865-35.4% | $4,762-47.5% |
| Participant deferral / active EE | $5,118 | $5,868-12.8% | $4,937+3.7% | $5,850-12.5% |
| Admin fee / account holder | $2,095 | $13,434-84.4% | $9,702-78.4% | $11,596-81.9% |