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 | $45,489 | $48,046-5.3% | $84,611-46.2% | $72,985-37.7% |
| Participation rate | 97.6% | 57.6%+40.0pp | 68.2%+29.3pp | 69.5%+28.1pp |
| Annual return | -11.96% | 37.38%-49.3pp | 258.74%-270.7pp | 81.00%-93.0pp |
| Employer contribution / active EE | $8,656 | $1,602+440.4% | $2,652+226.4% | $2,440+254.8% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,887 | $3,395-44.4% | $4,912-61.6% | $5,124-63.2% |