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.
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 | $115,676 | $148,978-22.4% | $200,582-42.3% | $84,808+36.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.47% | 28.16%-18.7pp | 42.33%-32.9pp | 40.90%-31.4pp |
| Employer contribution / active EE | $8,485 | $4,815+76.2% | $6,419+32.2% | $2,631+222.5% |
| Participant deferral / active EE | $3,714 | $7,142-48.0% | $9,331-60.2% | $4,212-11.8% |
| Admin fee / account holder | $831 | $13,977-94.1% | $16,305-94.9% | $7,344-88.7% |