Filed July 27, 2011 (most recent of 2 filings on file)
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 | $153,579 | $54,726+180.6% | $68,793+123.2% | $64,186+139.3% |
| Participation rate | 98.8% | 68.0%+30.8pp | 72.2%+26.6pp | 69.6%+29.3pp |
| Annual return | -7.96% | -1.62%-6.3pp | -4.63%-3.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $11,364 | $1,846+515.6% | $2,625+332.9% | $2,381+377.3% |
| Participant deferral / active EE | $8,491 | $2,626+223.3% | $3,311+156.4% | $3,470+144.7% |
| Admin fee / account holder | $9,522 | $4,027+136.4% | $5,131+85.6% | $4,888+94.8% |