Filed March 22, 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 | $94,372 | $209,832-55.0% | $189,513-50.2% | $167,490-43.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.77% | 748.27%-742.5pp | 555.15%-549.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,988 | $6,914-56.8% | $6,162-51.5% | $4,837-38.2% |
| Participant deferral / active EE | $3,351 | $8,935-62.5% | $8,221-59.2% | $6,341-47.2% |
| Admin fee / account holder | $3,218 | $14,293-77.5% | $12,045-73.3% | $12,309-73.9% |