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 | $101,750 | $125,758-19.1% | $169,993-40.1% | $75,163+35.4% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.0%+10.1pp | 67.2%+29.9pp |
| Annual return | 6.79% | 27.20%-20.4pp | 53.37%-46.6pp | 160.62%-153.8pp |
| Employer contribution / active EE | $6,876 | $4,615+49.0% | $6,785+1.3% | $2,670+157.6% |
| Participant deferral / active EE | $3,059 | $6,837-55.3% | $10,408-70.6% | $4,125-25.8% |
| Admin fee / account holder | $23,907 | $8,173+192.5% | $12,815+86.6% | $5,651+323.1% |