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.
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 | $53,895 | $197,591-72.7% | $177,821-69.7% | $158,922-66.1% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 30.27% | 58.76%-28.5pp | 48.32%-18.0pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,552 | $6,697-76.8% | $5,918-73.8% | $4,761-67.4% |
| Participant deferral / active EE | $2,569 | $8,405-69.4% | $7,714-66.7% | $5,982-57.1% |
| Admin fee / account holder | $5,301 | $15,399-65.6% | $12,427-57.3% | $11,246-52.9% |