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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,271 | $56,423+17.5% | $77,163-14.1% | $71,457-7.3% |
| Participation rate | 95.7% | 64.3%+31.4pp | 69.6%+26.1pp | 67.9%+27.8pp |
| Annual return | 12.32% | 19.05%-6.7pp | 37.87%-25.6pp | 28.85%-16.5pp |
| Employer contribution / active EE | $4,212 | $1,866+125.7% | $2,535+66.1% | $2,588+62.8% |
| Participant deferral / active EE | $4,596 | $3,142+46.3% | $3,833+19.9% | $4,289+7.2% |
| Admin fee / account holder | $339 | $1,429-76.3% | $5,472-93.8% | $1,587-78.6% |