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 | $134,543 | $137,414-2.1% | $189,513-29.0% | $85,850+56.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 5.43% | 38.14%-32.7pp | 555.15%-549.7pp | 318.53%-313.1pp |
| Employer contribution / active EE | $6,660 | $4,344+53.3% | $6,162+8.1% | $2,565+159.6% |
| Participant deferral / active EE | $1,981 | $6,260-68.4% | $8,221-75.9% | $3,952-49.9% |
| Admin fee / account holder | $898 | $8,630-89.6% | $12,045-92.5% | $6,260-85.7% |