Filed April 27, 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.
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 | $90,847 | $197,591-54.0% | $177,821-48.9% | $158,922-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.14% | 58.76%-50.6pp | 48.32%-40.2pp | 302.83%-294.7pp |
| Employer contribution / active EE | $539 | $6,697-92.0% | $5,918-90.9% | $4,761-88.7% |
| Participant deferral / active EE | $5,485 | $8,405-34.7% | $7,714-28.9% | $5,982-8.3% |
| Admin fee / account holder | $2,791 | $15,399-81.9% | $12,427-77.5% | $11,246-75.2% |