Filed July 22, 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 | $62,139 | $102,317-39.3% | $146,958-57.7% | $80,856-23.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.52% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $5,563 | $3,713+49.8% | $4,933+12.8% | $2,755+102.0% |
| Participant deferral / active EE | $3,877 | $6,644-41.6% | $8,070-52.0% | $4,296-9.8% |
| Admin fee / account holder | $5,529 | $7,941-30.4% | $12,998-57.5% | $6,918-20.1% |