Filed June 23, 2011 (most recent of 2 filings on file)
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 | $77,435 | $123,793-37.4% | $177,821-56.5% | $79,858-3.0% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 10.30% | 22.82%-12.5pp | 48.32%-38.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,878 | $4,095-54.2% | $5,918-68.3% | $2,471-24.0% |
| Participant deferral / active EE | $2,803 | $5,956-52.9% | $7,714-63.7% | $3,740-25.1% |
| Admin fee / account holder | $15,032 | $7,243+107.6% | $12,427+21.0% | $5,306+183.3% |