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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,299 | $42,383+14.0% | $76,523-36.9% | $64,186-24.8% |
| Participation rate | 97.4% | 58.1%+39.2pp | 68.0%+29.4pp | 69.6%+27.8pp |
| Annual return | 11.13% | -16.54%+27.7pp | -0.27%+11.4pp | 7.63%+3.5pp |
| Employer contribution / active EE | $9,340 | $1,563+497.5% | $2,647+252.8% | $2,381+292.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,152 | $3,198-32.7% | $4,848-55.6% | $4,888-56.0% |