Filed August 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $129,265 | $87,841+47.2% | $133,980-3.5% | $62,891+105.5% |
| Participation rate | 97.1% | 83.4%+13.7pp | 87.1%+10.0pp | 69.3%+27.8pp |
| Annual return | 4.45% | 12.05%-7.6pp | 29.30%-24.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $5,672 | $3,483+62.9% | $5,211+8.8% | $2,281+148.7% |
| Participant deferral / active EE | $1,559 | $4,812-67.6% | $6,282-75.2% | $3,203-51.3% |
| Admin fee / account holder | $907 | $5,371-83.1% | $9,324-90.3% | $4,296-78.9% |