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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,638 | $50,199+42.7% | $70,092+2.2% | $66,914+7.1% |
| Participation rate | 93.9% | 66.3%+27.6pp | 70.5%+23.4pp | 69.8%+24.1pp |
| Annual return | -17.93% | -13.85%-4.1pp | 190.73%-208.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,957 | $1,864+112.3% | $2,559+54.6% | $2,544+55.5% |
| Participant deferral / active EE | $4,458 | $3,112+43.2% | $3,849+15.8% | $4,237+5.2% |
| Admin fee / account holder | $408 | $600-32.0% | $6,267-93.5% | $593-31.2% |