Filed February 6, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,297 | $135,635-14.3% | $110,238+5.5% | $135,375-14.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.33% | 513.19%-515.5pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $9,393 | $4,906+91.5% | $3,826+145.5% | $4,779+96.6% |
| Participant deferral / active EE | $7,286 | $5,506+32.3% | $4,672+56.0% | $5,609+29.9% |
| Admin fee / account holder | $18,861 | $11,457+64.6% | $8,547+120.7% | $10,827+74.2% |