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 | $114,654 | $109,359+4.8% | $162,163-29.3% | $72,985+57.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.57% | 25.46%-15.9pp | 115.59%-106.0pp | 81.00%-71.4pp |
| Employer contribution / active EE | $6,110 | $3,907+56.4% | $5,614+8.8% | $2,440+150.4% |
| Participant deferral / active EE | $2,229 | $5,481-59.3% | $7,298-69.5% | $3,607-38.2% |
| Admin fee / account holder | $9,243 | $7,972+16.0% | $10,843-14.8% | $5,124+80.4% |