Filed February 11, 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 | $53,544 | $198,466-73.0% | $170,442-68.6% | $147,584-63.7% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 7.98% | 257.29%-249.3pp | 205.93%-198.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $1,895 | $6,184-69.3% | $5,433-65.1% | $4,876-61.1% |
| Participant deferral / active EE | $3,645 | $5,629-35.2% | $4,939-26.2% | $5,439-33.0% |
| Admin fee / account holder | $40,538 | $16,852+140.6% | $13,880+192.1% | $10,885+272.4% |