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 | $125,745 | $100,041+25.7% | $149,718-16.0% | $70,131+79.3% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.1%+6.5pp | 69.5%+24.0pp |
| Annual return | 7.64% | 27.43%-19.8pp | 1501.63%-1494.0pp | 73.14%-65.5pp |
| Employer contribution / active EE | $6,077 | $3,662+66.0% | $5,445+11.6% | $2,342+159.4% |
| Participant deferral / active EE | $1,894 | $4,983-62.0% | $6,569-71.2% | $3,332-43.2% |
| Admin fee / account holder | $24,632 | $8,286+197.3% | $11,283+118.3% | $4,645+430.3% |