Filed May 21, 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 | $58,452 | $53,516+9.2% | $126,539-53.8% | $84,808-31.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.24% | 58.34%-47.1pp | 425.95%-414.7pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,553 | $1,535+66.4% | $3,674-30.5% | $2,631-3.0% |
| Participant deferral / active EE | $4,320 | $2,671+61.8% | $4,083+5.8% | $4,212+2.6% |
| Admin fee / account holder | $8,575 | $4,497+90.7% | $6,065+41.4% | $7,344+16.8% |