Filed December 19, 2011
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 | $129,786 | $148,978-12.9% | $200,582-35.3% | $84,808+53.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.04% | 28.16%-16.1pp | 42.33%-30.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $7,209 | $4,815+49.7% | $6,419+12.3% | $2,631+174.0% |
| Participant deferral / active EE | $5,785 | $7,142-19.0% | $9,331-38.0% | $4,212+37.4% |
| Admin fee / account holder | $44,364 | $13,977+217.4% | $16,305+172.1% | $7,344+504.1% |