Filed April 3, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,148 | $43,075-50.9% | $74,583-71.6% | $62,891-66.4% |
| Participation rate | 97.9% | 58.1%+39.8pp | 68.1%+29.8pp | 69.3%+28.6pp |
| Annual return | -17.04% | 17.50%-34.5pp | 20.47%-37.5pp | 20.14%-37.2pp |
| Employer contribution / active EE | $7,644 | $1,498+410.4% | $2,525+202.7% | $2,281+235.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,225 | $2,840-21.7% | $4,138-46.2% | $4,296-48.2% |