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 | $52,260 | $57,281-8.8% | $86,612-39.7% | $75,163-30.5% |
| Participation rate | 85.7% | 63.2%+22.5pp | 71.7%+14.0pp | 67.2%+18.5pp |
| Annual return | -27.27% | 2670.75%-2698.0pp | 591.07%-618.3pp | 160.62%-187.9pp |
| Employer contribution / active EE | $2,855 | $2,314+23.4% | $3,022-5.5% | $2,670+6.9% |
| Participant deferral / active EE | $5,457 | $3,318+64.5% | $4,438+23.0% | $4,125+32.3% |
| Admin fee / account holder | $832 | $4,112-79.8% | $5,614-85.2% | $5,651-85.3% |