Filed April 14, 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 | $113,458 | $110,809+2.4% | $86,874+30.6% | $167,490-32.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 7.29% | 116.98%-109.7pp | 63.52%-56.2pp | 478.56%-471.3pp |
| Employer contribution / active EE | $3,968 | $3,244+22.3% | $2,495+59.0% | $4,837-18.0% |
| Participant deferral / active EE | $5,605 | $4,546+23.3% | $3,699+51.5% | $6,341-11.6% |
| Admin fee / account holder | $6,494 | $8,415-22.8% | $5,828+11.4% | $12,309-47.2% |