Filed January 1, 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 3-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 | $52,294 | $27,915+87.3% | $58,482-10.6% | $75,163-30.4% |
| Participation rate | 94.9% | 38.8%+56.0pp | 50.9%+44.0pp | 67.2%+27.7pp |
| Annual return | 21.96% | 44.20%-22.2pp | 4239.32%-4217.4pp | 160.62%-138.7pp |
| Employer contribution / active EE | $4 | $669-99.4% | $1,053-99.6% | $2,670-99.8% |
| Participant deferral / active EE | $4,350 | $1,201+262.1% | $1,924+126.1% | $4,125+5.5% |
| Admin fee / account holder | $20,620 | $1,726+1094.9% | $2,516+719.6% | $5,651+264.9% |