Filed May 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,881 | $97,757-82.7% | $83,848-79.9% | $135,375-87.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.23% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,190 | $4,222-48.1% | $3,631-39.7% | $4,779-54.2% |
| Participant deferral / active EE | $5,001 | $4,682+6.8% | $4,082+22.5% | $5,609-10.8% |
| Admin fee / account holder | $3,450 | $6,674-48.3% | $5,478-37.0% | $10,827-68.1% |