Filed February 5, 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 | $225,537 | $108,825+107.2% | $156,181+44.4% | $82,448+173.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 12.42% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $8,417 | $2,870+193.3% | $4,294+96.0% | $2,551+230.0% |
| Participant deferral / active EE | $12,464 | $4,577+172.3% | $6,132+103.3% | $4,139+201.1% |
| Admin fee / account holder | $2,787 | $9,341-70.2% | $14,586-80.9% | $7,234-61.5% |