Filed March 27, 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 | $12,668 | $91,190-86.1% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 10.69% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $528 | $3,236-83.7% | $5,202-89.8% | $3,740-85.9% |
| Admin fee / account holder | $3,355 | $6,751-50.3% | $13,984-76.0% | $5,306-36.8% |