Filed March 27, 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 | $86,418 | $85,766+0.8% | $136,294-36.6% | $70,131+23.2% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 12.99% | 31.45%-18.5pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,298 | $2,966-22.5% | $4,695-51.1% | $2,342-1.9% |
| Participant deferral / active EE | $2,824 | $5,051-44.1% | $6,247-54.8% | $3,332-15.2% |
| Admin fee / account holder | $572 | $5,420-89.4% | $9,243-93.8% | $4,645-87.7% |