Filed June 20, 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.
Employer 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 | $34,002 | $153,772-77.9% | $133,980-74.6% | $273,961-87.6% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 2.95% | 36.51%-33.6pp | 29.30%-26.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $500 | $6,029-91.7% | $5,211-90.4% | $4,869-89.7% |
| Participant deferral / active EE | $890 | $6,958-87.2% | $6,282-85.8% | $5,287-83.2% |
| Admin fee / account holder | $3,825 | $11,765-67.5% | $9,324-59.0% | $10,132-62.2% |