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 | $174,141 | $108,919+59.9% | $100,391+73.5% | $145,922+19.3% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 9.73% | 57.88%-48.2pp | 49.20%-39.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,901 | $4,419-11.7% | $3,942-1.0% | $4,660-16.3% |
| Participant deferral / active EE | $10,924 | $8,445+29.4% | $8,082+35.2% | $6,688+63.3% |
| Admin fee / account holder | $88,661 | $9,689+815.1% | $7,899+1022.4% | $13,397+561.8% |