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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,900 | $110,094-4.7% | $151,611-30.8% | $68,494+53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -5.48% | -10.12%+4.6pp | 3.33%-8.8pp | -7.84%+2.4pp |
| Employer contribution / active EE | $6,516 | $4,471+45.8% | $6,166+5.7% | $2,596+151.0% |
| Participant deferral / active EE | $2,288 | $6,527-64.9% | $8,363-72.6% | $4,027-43.2% |
| Admin fee / account holder | $11,580 | $7,719+50.0% | $11,616-0.3% | $5,403+114.3% |