Filed April 7, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,621 | $160,055-70.9% | $140,016-66.7% | $135,375-65.6% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -4.78% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $102 | $6,420-98.4% | $5,606-98.2% | $4,779-97.9% |
| Participant deferral / active EE | $1,956 | $7,642-74.4% | $6,927-71.8% | $5,609-65.1% |
| Admin fee / account holder | $2,054 | $13,328-84.6% | $10,705-80.8% | $10,827-81.0% |