Filed December 4, 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 | $225,069 | $111,754+101.4% | $103,333+117.8% | $145,922+54.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 7.28% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,634 | $4,212-13.7% | $3,868-6.0% | $4,660-22.0% |
| Participant deferral / active EE | $13,513 | $5,619+140.5% | $5,057+167.2% | $6,688+102.1% |
| Admin fee / account holder | $24,517 | $9,750+151.5% | $8,355+193.5% | $13,397+83.0% |