Filed April 3, 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 | $37,621 | $41,377-9.1% | $109,313-65.6% | $62,891-40.2% |
| Participation rate | 89.2% | 57.5%+31.6pp | 71.3%+17.9pp | 69.3%+19.9pp |
| Annual return | 0.63% | 11.05%-10.4pp | 22.07%-21.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $1,470 | $1,276+15.2% | $3,892-62.2% | $2,281-35.6% |
| Participant deferral / active EE | $6,382 | $2,045+212.1% | $3,166+101.5% | $3,203+99.3% |
| Admin fee / account holder | $322 | $2,884-88.8% | $5,666-94.3% | $4,296-92.5% |