Filed July 25, 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 | $223,794 | $183,963+21.7% | $162,163+38.0% | $152,861+46.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.64% | 150.76%-139.1pp | 115.59%-104.0pp | 345.32%-333.7pp |
| Employer contribution / active EE | $4,216 | $6,371-33.8% | $5,614-24.9% | $4,762-11.5% |
| Participant deferral / active EE | $3,850 | $8,034-52.1% | $7,298-47.2% | $5,850-34.2% |
| Admin fee / account holder | $1,045 | $13,121-92.0% | $10,843-90.4% | $11,596-91.0% |