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.
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 | $91,863 | $137,414-33.1% | $189,513-51.5% | $85,850+7.0% |
| Participation rate | 93.8% | 84.6%+9.1pp | 87.8%+5.9pp | 69.3%+24.4pp |
| Annual return | 13.31% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,835 | $4,344-57.8% | $6,162-70.2% | $2,565-28.5% |
| Participant deferral / active EE | $2,779 | $6,260-55.6% | $8,221-66.2% | $3,952-29.7% |
| Admin fee / account holder | $10,387 | $8,630+20.4% | $12,045-13.8% | $6,260+65.9% |