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 | $121,361 | $123,793-2.0% | $177,821-31.8% | $79,858+52.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.18% | 22.82%-19.6pp | 48.32%-45.1pp | 31.71%-28.5pp |
| Employer contribution / active EE | $6,479 | $4,095+58.2% | $5,918+9.5% | $2,471+162.2% |
| Participant deferral / active EE | $1,808 | $5,956-69.6% | $7,714-76.6% | $3,740-51.6% |
| Admin fee / account holder | $7,120 | $7,243-1.7% | $12,427-42.7% | $5,306+34.2% |