Filed June 15, 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 | $43,458 | $202,318-78.5% | $172,739-74.8% | $152,861-71.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.11% | 1029.65%-1020.5pp | 802.84%-793.7pp | 345.32%-336.2pp |
| Employer contribution / active EE | $7,823 | $5,856+33.6% | $5,143+52.1% | $4,762+64.3% |
| Participant deferral / active EE | $4,899 | $5,948-17.6% | $5,198-5.7% | $5,850-16.3% |
| Admin fee / account holder | $61,703 | $17,109+260.7% | $13,954+342.2% | $11,596+432.1% |