Filed January 5, 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 | $69,334 | $57,108+21.4% | $94,224-26.4% | $52,331+32.5% |
| Participation rate | 96.0% | 72.9%+23.1pp | 78.8%+17.3pp | 68.1%+27.9pp |
| Annual return | -2.38% | 1.47%-3.8pp | 10.68%-13.1pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,623 | $1,735-6.5% | $3,587-54.8% | $1,882-13.8% |
| Participant deferral / active EE | $5,921 | $3,040+94.8% | $4,320+37.1% | $3,022+95.9% |
| Admin fee / account holder | $1,202 | $546+119.9% | $6,269-80.8% | $592+103.1% |