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 | $27,649 | $92,703-70.2% | $82,719-66.6% | $134,475-79.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.03% | 944.92%-971.0pp | 701.18%-727.2pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,756 | $3,274-46.4% | $3,009-41.6% | $4,740-63.0% |
| Participant deferral / active EE | $2,702 | $4,802-43.7% | $4,395-38.5% | $6,400-57.8% |
| Admin fee / account holder | $14,153 | $5,983+136.6% | $5,329+165.6% | $11,426+23.9% |