Filed January 24, 2011
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 | $49,799 | $60,124-17.2% | $90,404-44.9% | $79,858-37.6% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.1pp |
| Annual return | -5.12% | 71.94%-77.1pp | 1293.02%-1298.1pp | 31.71%-36.8pp |
| Employer contribution / active EE | $2,740 | $2,068+32.5% | $3,262-16.0% | $2,471+10.9% |
| Participant deferral / active EE | $5,304 | $2,938+80.5% | $3,963+33.8% | $3,740+41.8% |
| Admin fee / account holder | $6,357 | $3,976+59.9% | $5,611+13.3% | $5,306+19.8% |