Filed February 25, 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.)
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 | $12,525 | $46,360-73.0% | $147,614-91.5% | $52,331-76.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.41% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $346 | $2,126-83.7% | $5,564-93.8% | $1,882-81.6% |
| Participant deferral / active EE | $765 | $2,258-66.1% | $4,895-84.4% | $3,022-74.7% |
| Admin fee / account holder | $1,411 | $766+84.2% | $11,611-87.8% | $592+138.5% |