Filed February 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,320 | $93,571+121.6% | $135,903+52.6% | $75,163+175.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.70% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $151 | $3,537-95.7% | $4,856-96.9% | $2,670-94.3% |
| Participant deferral / active EE | $13,939 | $6,404+117.7% | $7,758+79.7% | $4,125+237.9% |
| Admin fee / account holder | $25,412 | $6,975+264.3% | $10,762+136.1% | $5,651+349.7% |