Filed May 13, 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 | $97,472 | $72,492+34.5% | $87,100+11.9% | $72,985+33.6% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 13.57% | 24.46%-10.9pp | 28.19%-14.6pp | 81.00%-67.4pp |
| Employer contribution / active EE | $4,347 | $1,894+129.5% | $2,521+72.4% | $2,440+78.1% |
| Participant deferral / active EE | $4,113 | $3,270+25.8% | $4,049+1.6% | $3,607+14.0% |
| Admin fee / account holder | $1,307 | $5,055-74.1% | $7,497-82.6% | $5,124-74.5% |