Filed June 6, 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 | $240,533 | $106,515+125.8% | $96,683+148.8% | $139,434+72.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.88% | 38.43%-28.5pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $13,387 | $4,103+226.3% | $3,737+258.2% | $4,751+181.8% |
| Participant deferral / active EE | $7,194 | $5,454+31.9% | $4,878+47.5% | $6,710+7.2% |
| Admin fee / account holder | $166,134 | $7,877+2009.1% | $6,730+2368.7% | $11,403+1357.0% |