Filed April 4, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,132 | $84,233-63.0% | $170,442-81.7% | $70,131-55.6% |
| Participation rate | 89.2% | 70.8%+18.4pp | 83.6%+5.6pp | 69.5%+19.6pp |
| Annual return | 13.16% | 23.06%-9.9pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,667 | $3,086-46.0% | $4,939-66.3% | $3,332-50.0% |
| Admin fee / account holder | $4,184 | $5,698-26.6% | $13,880-69.9% | $4,645-9.9% |