Filed February 11, 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.
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 | $162,899 | $69,977+132.8% | $108,579+50.0% | $62,891+159.0% |
| Participation rate | 71.7% | 72.9%-1.2pp | 79.6%-7.9pp | 69.3%+2.4pp |
| Annual return | 38.44% | 10.73%+27.7pp | -51.70%+90.1pp | 20.14%+18.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,460 | $3,165+104.1% | $4,311+49.9% | $3,203+101.7% |
| Admin fee / account holder | $20,039 | $5,076+294.7% | $7,645+162.1% | $4,296+366.5% |