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 | $94,935 | $148,978-36.3% | $200,582-52.7% | $84,808+11.9% |
| Participation rate | 90.6% | 84.2%+6.3pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 10.99% | 28.16%-17.2pp | 42.33%-31.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,266 | $4,815-52.9% | $6,419-64.7% | $2,631-13.9% |
| Participant deferral / active EE | $3,515 | $7,142-50.8% | $9,331-62.3% | $4,212-16.5% |
| Admin fee / account holder | $15,776 | $13,977+12.9% | $16,305-3.2% | $7,344+114.8% |