Filed March 20, 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 | $44,722 | $176,662-74.7% | $130,648-65.8% | $152,861-70.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 3.66% | 2692.24%-2688.6pp | 1708.96%-1705.3pp | 345.32%-341.7pp |
| Employer contribution / active EE | $3,908 | $5,742-31.9% | $4,092-4.5% | $4,762-17.9% |
| Participant deferral / active EE | $2,275 | $4,361-47.8% | $3,603-36.8% | $5,850-61.1% |
| Admin fee / account holder | $488 | $7,133-93.2% | $5,464-91.1% | $11,596-95.8% |