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 | $105,709 | $138,347-23.6% | $184,203-42.6% | $80,856+30.7% |
| Participation rate | 86.5% | 83.9%+2.6pp | 86.8%-0.3pp | 67.6%+18.8pp |
| Annual return | 5.84% | 20.02%-14.2pp | 28.81%-23.0pp | 35.59%-29.8pp |
| Employer contribution / active EE | $6,652 | $4,850+37.1% | $6,427+3.5% | $2,755+141.5% |
| Participant deferral / active EE | $2,701 | $7,071-61.8% | $9,131-70.4% | $4,296-37.1% |
| Admin fee / account holder | $13,368 | $10,483+27.5% | $13,901-3.8% | $6,918+93.2% |