Filed February 11, 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 | $27,253 | $54,762-50.2% | $90,281-69.8% | $72,985-62.7% |
| Participation rate | 97.1% | 65.1%+31.9pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 15.70% | 30.63%-14.9pp | 78.10%-62.4pp | 81.00%-65.3pp |
| Employer contribution / active EE | $2,971 | $2,092+42.0% | $2,854+4.1% | $2,440+21.7% |
| Participant deferral / active EE | $3,072 | $2,887+6.4% | $3,885-20.9% | $3,607-14.8% |
| Admin fee / account holder | $24,265 | $3,972+510.9% | $5,351+353.5% | $5,124+373.5% |