Filed March 29, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,964 | $50,666+53.9% | $76,817+1.5% | $65,185+19.6% |
| Participation rate | 95.5% | 68.8%+26.7pp | 72.1%+23.4pp | 70.2%+25.3pp |
| Annual return | 2.58% | 28.51%-25.9pp | 1166.11%-1163.5pp | 29.38%-26.8pp |
| Employer contribution / active EE | $4,012 | $1,575+154.8% | $2,302+74.3% | $2,177+84.3% |
| Participant deferral / active EE | $4,489 | $2,647+69.6% | $3,336+34.6% | $3,514+27.8% |
| Admin fee / account holder | $345 | $463-25.5% | $6,420-94.6% | $847-59.3% |