Filed May 24, 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.
Participant 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 | $72,252 | $202,156-64.3% | $184,203-60.8% | - |
| Participation rate | 99.0% | 85.7%+13.3pp | 86.8%+12.2pp | - |
| Annual return | 16.13% | 6.91%+9.2pp | 28.81%-12.7pp | - |
| Employer contribution / active EE | $3,355 | $4,387-23.5% | $6,427-47.8% | - |
| Participant deferral / active EE | $4,685 | $6,520-28.1% | $9,131-48.7% | - |
| Admin fee / account holder | $13,104 | $12,473+5.1% | $13,901-5.7% | - |