Filed July 1, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,370 | $54,541-2.1% | $78,778-32.3% | $70,131-23.9% |
| Participation rate | 97.1% | 60.8%+36.3pp | 69.2%+27.9pp | 69.5%+27.5pp |
| Annual return | 18.07% | 21.07%-3.0pp | 35.62%-17.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $317 | $1,089-70.9% | $1,986-84.1% | $2,342-86.5% |
| Participant deferral / active EE | $863 | $2,210-61.0% | $2,958-70.8% | $3,332-74.1% |
| Admin fee / account holder | $4,335 | $3,709+16.9% | $5,134-15.6% | $4,645-6.7% |