Filed May 6, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,812 | $198,466-94.6% | $170,442-93.7% | $147,584-92.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.01% | 257.29%-252.3pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $1,410 | $6,184-77.2% | $5,433-74.0% | $4,876-71.1% |
| Participant deferral / active EE | $3,407 | $5,629-39.5% | $4,939-31.0% | $5,439-37.4% |
| Admin fee / account holder | $13,705 | $16,852-18.7% | $13,880-1.3% | $10,885+25.9% |