Filed November 10, 2011 (most recent of 3 filings on file)
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 | $54,241 | $94,625-42.7% | $116,228-53.3% | $84,808-36.0% |
| Participation rate | 98.0% | 70.4%+27.5pp | 74.6%+23.4pp | 68.3%+29.6pp |
| Annual return | -12.59% | 20.40%-33.0pp | 90.06%-102.7pp | 40.90%-53.5pp |
| Employer contribution / active EE | $14,816 | $2,347+531.4% | $2,994+394.8% | $2,631+463.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,010 | $10,091-30.5% | $11,989-41.5% | $7,344-4.6% |