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 | $38,051 | $209,411-81.8% | $178,490-78.7% | $158,922-76.1% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 5.98% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,677 | $5,706-70.6% | $5,011-66.5% | $4,761-64.8% |
| Participant deferral / active EE | $2,728 | $5,954-54.2% | $5,202-47.5% | $5,982-54.4% |
| Admin fee / account holder | $9,738 | $17,074-43.0% | $13,984-30.4% | $11,246-13.4% |