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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,519 | $77,634-86.4% | $156,549-93.3% | $62,891-83.3% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | 6.83% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,097 | $3,444-68.2% | $5,501-80.1% | $2,281-51.9% |
| Participant deferral / active EE | $520 | $3,045-82.9% | $4,871-89.3% | $3,203-83.8% |
| Admin fee / account holder | $743 | $5,561-86.6% | $13,027-94.3% | $4,296-82.7% |