Filed April 29, 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 | $107,304 | $97,044+10.6% | $83,333+28.8% | $135,375-20.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -12.14% | 12.31%-24.4pp | 10.63%-22.8pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,939 | $4,143-53.2% | $3,379-42.6% | $4,779-59.4% |
| Participant deferral / active EE | $5,499 | $5,964-7.8% | $5,565-1.2% | $5,609-1.9% |
| Admin fee / account holder | $1,518 | $8,380-81.9% | $7,510-79.8% | $10,827-86.0% |