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 | $40,466 | $46,869-13.7% | $122,332-66.9% | $70,131-42.3% |
| Participation rate | 97.2% | 58.2%+39.0pp | 71.6%+25.6pp | 69.5%+27.7pp |
| Annual return | 10.74% | 24.22%-13.5pp | 30.27%-19.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,531 | $1,288+18.9% | $4,050-62.2% | $2,342-34.6% |
| Participant deferral / active EE | $4,703 | $2,166+117.1% | $3,287+43.1% | $3,332+41.2% |
| Admin fee / account holder | $6,136 | $3,322+84.7% | $5,478+12.0% | $4,645+32.1% |