Filed March 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.
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 | $52,419 | $102,966-49.1% | $90,281-41.9% | $152,861-65.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.74% | 95.16%-94.4pp | 78.10%-77.4pp | 345.32%-344.6pp |
| Employer contribution / active EE | $4,953 | $3,139+57.8% | $2,854+73.5% | $4,762+4.0% |
| Participant deferral / active EE | $3,955 | $4,281-7.6% | $3,885+1.8% | $5,850-32.4% |
| Admin fee / account holder | $2,032 | $6,171-67.1% | $5,351-62.0% | $11,596-82.5% |