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 | $40,410 | $202,318-80.0% | $172,739-76.6% | $152,861-73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.74% | 1029.65%-1028.9pp | 802.84%-802.1pp | 345.32%-344.6pp |
| Employer contribution / active EE | $1,921 | $5,856-67.2% | $5,143-62.7% | $4,762-59.7% |
| Participant deferral / active EE | $3,393 | $5,948-43.0% | $5,198-34.7% | $5,850-42.0% |
| Admin fee / account holder | $4,422 | $17,109-74.2% | $13,954-68.3% | $11,596-61.9% |