Filed February 25, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,492 | $75,828-83.5% | $147,614-91.5% | $59,632-79.1% |
| Participation rate | 84.6% | 71.6%+13.0pp | 84.6%0pp | 68.7%+15.9pp |
| Annual return | 18.98% | 0.37%+18.6pp | 61.98%-43.0pp | 2041.28%-2022.3pp |
| Employer contribution / active EE | $976 | $3,485-72.0% | $5,564-82.5% | $2,203-55.7% |
| Participant deferral / active EE | $1,460 | $3,130-53.4% | $4,895-70.2% | $3,192-54.3% |
| Admin fee / account holder | $653 | $5,985-89.1% | $11,611-94.4% | $4,297-84.8% |